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PCAQX vs VTSAX
PCAQX vs VTSAX Comparison
Open Charts PCAQX vs VTSAX
Principal Capital Appreciation R5
Price$86.18
Change+$0.03 (+0.03%)
VolumeN/A
Net Assets4.84B
Vanguard Total Stock Mkt Idx Adm
Price$165.34
Change-$0.09 (-0.05%)
VolumeN/A
Net Assets2.06T
PCAQX vs VTSAX Comparison Chart in %
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PCAQX vs. VTSAX commentary
Dec 27, 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 StrongBuy and VTSAX is a Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 2.06T vs. PCAQX (4.84B). VTSAX pays higher dividends than PCAQX: VTSAX (1.11) vs PCAQX (0.44). PCAQX was incepted earlier than VTSAX: PCAQX (16 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 : 14.33 vs. PCAQX (3.33). VTSAX return over 5 years is better than : 76.73 vs. PCAQX (56.88).
| 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 | 16 years | 25 years | - |
| Gain YTD | 6.029 | 17.316 | 35% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.84B | 2.06T | 0% |
| Annual Yield % from dividends | 0.44 | 1.11 | 40% |
| Returns for 1 year | 3.33 | 14.33 | 23% |
| Returns for 3 years | 58.57 | 78.72 | 74% |
| Returns for 5 years | 56.88 | 76.73 | 74% |
| Returns for 10 years | 62.48 | 232.82 | 27% |
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