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PCAQX vs VTSMX
PCAQX vs VTSMX Comparison
Open Charts PCAQX vs VTSMX
Principal Capital Appreciation R5
Price$86.18
Change+$0.03 (+0.03%)
VolumeN/A
Net Assets4.84B
Vanguard Total Stock Mkt Idx I
Price$165.31
Change-$0.09 (-0.05%)
VolumeN/A
Net Assets2.06T
PCAQX vs VTSMX Comparison Chart in %
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PCAQX vs. VTSMX 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 VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.06T vs. PCAQX (4.84B). VTSMX pays higher dividends than PCAQX: VTSMX (1.02) vs PCAQX (0.44). PCAQX was incepted earlier than VTSMX: PCAQX (16 years) vs VTSMX (34 years). PCAQX (0.68) is less costly to investors than VTSMX (0.14). PCAQX is a more actively managed with annual turnover of: 41.40 vs. VTSMX (2.00). PCAQX has a lower initial minimum investment than VTSMX: PCAQX (0) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 14.32 vs. PCAQX (3.33). VTSMX return over 5 years is better than : 76.71 vs. PCAQX (56.88).
| PCAQX | VTSMX | PCAQX / VTSMX | |
| Total Expense Ratio | 0.68 | 0.14 | 486% |
| Annual Report Gross Expense Ratio | 0.68 | 0.14 | 486% |
| Fund Existence | 16 years | 34 years | - |
| Gain YTD | 6.029 | 17.313 | 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 | 1.02 | 43% |
| Returns for 1 year | 3.33 | 14.32 | 23% |
| Returns for 3 years | 58.57 | 78.67 | 74% |
| Returns for 5 years | 56.88 | 76.71 | 74% |
| Returns for 10 years | 62.48 | 232.18 | 27% |
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