PCAQX
Price
$86.76
Change
+$0.39 (+0.45%)
Updated
Jul 25 closing price
Net Assets
5.15B
VSMPX
Price
$286.40
Change
+$1.25 (+0.44%)
Updated
Jul 25 closing price
Net Assets
1.91T
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PCAQX vs VSMPX

Header iconPCAQX vs VSMPX Comparison
Open Charts PCAQX vs VSMPXBanner chart's image
Principal Capital Appreciation R5
Price$86.76
Change+$0.39 (+0.45%)
VolumeN/A
Net Assets5.15B
Vanguard Total Stock Mkt Idx Instl Pls
Price$286.40
Change+$1.25 (+0.44%)
VolumeN/A
Net Assets1.91T
PCAQX vs VSMPX Comparison Chart in %
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VS
PCAQX vs. VSMPX commentary
Jul 28, 2025

To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is PCAQX is a Buy and VSMPX is a Buy.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.91T vs. PCAQX (5.15B). VSMPX pays higher dividends than PCAQX: VSMPX (1.22) vs PCAQX (0.49). PCAQX was incepted earlier than VSMPX: PCAQX (15 years) vs VSMPX (10 years). PCAQX (0.68) is less costly to investors than VSMPX (0.02). PCAQX is a more actively managed with annual turnover of: 41.40 vs. VSMPX (2.00). PCAQX has a lower initial minimum investment than VSMPX: PCAQX (0) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 17.76 vs. PCAQX (11.86). VSMPX return over 5 years is better than : 93.61 vs. PCAQX (75.06).
PCAQXVSMPXPCAQX / VSMPX
Total Expense Ratio0.680.023,400%
Annual Report Gross Expense Ratio0.680.023,400%
Fund Existence15 years10 years-
Gain YTD6.7428.29881%
Front LoadN/AN/A-
Min. Initial Investment0100000000-
Min. Initial Investment IRAN/AN/A-
Net Assets5.15B1.91T0%
Annual Yield % from dividends0.491.2240%
Returns for 1 year11.8617.7667%
Returns for 3 years62.1760.67102%
Returns for 5 years75.0693.6180%
Returns for 10 years57.00192.0930%
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