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PCAQX vs VTSMX
PCAQX vs VTSMX Comparison
Open Charts PCAQX vs VTSMX
Principal Capital Appreciation R5
Price$85.82
Change-$5.81 (-6.34%)
VolumeN/A
Net Assets4.86B
Vanguard Total Stock Mkt Idx I
Price$165.41
Change+$4.46 (+2.77%)
VolumeN/A
Net Assets2.06T
PCAQX vs VTSMX Comparison Chart in %
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PCAQX vs. VTSMX commentary
Feb 04, 2026
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 Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.06T vs. PCAQX (4.86B). VTSMX pays higher dividends than PCAQX: VTSMX (1.00) vs PCAQX (0.29). 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: 55.80 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 : 14.79 vs. PCAQX (3.32). VTSMX return over 5 years is better than : 68.19 vs. PCAQX (51.12).
| 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 | 1.263 | 1.373 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.86B | 2.06T | 0% |
| Annual Yield % from dividends | 0.29 | 1.00 | 29% |
| Returns for 1 year | 3.32 | 14.79 | 22% |
| Returns for 3 years | 48.89 | 63.99 | 76% |
| Returns for 5 years | 51.12 | 68.19 | 75% |
| Returns for 10 years | 79.33 | 270.18 | 29% |
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