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PCAQX vs VTSAX
PCAQX vs VTSAX Comparison
Open Charts PCAQX vs VTSAX
Principal Capital Appreciation R5
Price$81.30
Change-$1.02 (-1.24%)
VolumeN/A
Net Assets4.89B
Vanguard Total Stock Mkt Idx Adm
Price$142.91
Change-$1.69 (-1.17%)
VolumeN/A
Net Assets1.82T
PCAQX vs VTSAX Comparison Chart
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PCAQX vs. VTSAX commentary
Jun 16, 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 VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.82T vs. PCAQX (4.89B). VTSAX pays higher dividends than PCAQX: VTSAX (1.28) vs PCAQX (0.51). PCAQX was incepted earlier than VTSAX: PCAQX (15 years) vs VTSAX (25 years). PCAQX (0.68) is less costly to investors than VTSAX (0.04). PCAQX is a more actively managed with annual turnover of: 41.40 vs. VTSAX (2.00). PCAQX has a lower initial minimum investment than VTSAX: PCAQX (0) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 10.07 vs. PCAQX (3.58). VTSAX return over 5 years is better than : 91.40 vs. PCAQX (75.77).
| PCAQX | VTSAX | PCAQX / VTSAX | |
| Total Expense Ratio | 0.68 | 0.04 | 1,700% |
| Annual Report Gross Expense Ratio | 0.68 | 0.04 | 1,700% |
| Fund Existence | 15 years | 25 years | - |
| Gain YTD | 0.025 | 1.365 | 2% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.89B | 1.82T | 0% |
| Annual Yield % from dividends | 0.51 | 1.28 | 40% |
| Returns for 1 year | 3.58 | 10.07 | 36% |
| Returns for 3 years | 58.70 | 57.61 | 102% |
| Returns for 5 years | 75.77 | 91.40 | 83% |
| Returns for 10 years | 46.83 | 179.53 | 26% |
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