Interact to see
Advertisement
Advertisement
PCAQX vs VTSAX
PCAQX vs VTSAX Comparison
Open Charts PCAQX vs VTSAX
Principal Capital Appreciation R5
Price$85.09
Change+$0.81 (+0.96%)
VolumeN/A
Net Assets5.1B
Vanguard Total Stock Mkt Idx Adm
Price$150.01
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
PCAQX vs VTSAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PCAQX vs. VTSAX commentary
Jul 07, 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 (5.1B). VTSAX pays higher dividends than PCAQX: VTSAX (1.21) vs PCAQX (0.49). 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 : 13.89 vs. PCAQX (6.79). VTSAX return over 5 years is better than : 95.62 vs. PCAQX (78.21).
| 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 | 4.687 | 6.416 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.1B | 1.82T | 0% |
| Annual Yield % from dividends | 0.49 | 1.21 | 40% |
| Returns for 1 year | 6.79 | 13.89 | 49% |
| Returns for 3 years | 62.26 | 62.12 | 100% |
| Returns for 5 years | 78.21 | 95.62 | 82% |
| Returns for 10 years | 55.24 | 198.69 | 28% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers