PCAQX
Price
$85.09
Change
+$0.81 (+0.96%)
Updated
Jul 3 closing price
Net Assets
5.1B
VTSMX
Price
$149.99
Change
+$1.28 (+0.86%)
Updated
Jul 3 closing price
Net Assets
1.82T
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PCAQX vs VTSMX

Header iconPCAQX vs VTSMX Comparison
Open Charts PCAQX vs VTSMXBanner chart's image
Principal Capital Appreciation R5
Price$85.09
Change+$0.81 (+0.96%)
VolumeN/A
Net Assets5.1B
Vanguard Total Stock Mkt Idx I
Price$149.99
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
PCAQX vs VTSMX Comparison Chart in %
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PCAQX vs. VTSMX 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 VTSMX is a Buy.

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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. PCAQX (5.1B). VTSMX pays higher dividends than PCAQX: VTSMX (1.12) vs PCAQX (0.49). PCAQX was incepted earlier than VTSMX: PCAQX (15 years) vs VTSMX (33 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 : 13.89 vs. PCAQX (6.79). VTSMX return over 5 years is better than : 95.59 vs. PCAQX (78.21).
PCAQXVTSMXPCAQX / VTSMX
Total Expense Ratio0.680.14486%
Annual Report Gross Expense Ratio0.680.14486%
Fund Existence15 years33 years-
Gain YTD4.6876.42173%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets5.1B1.82T0%
Annual Yield % from dividends0.491.1244%
Returns for 1 year6.7913.8949%
Returns for 3 years62.2662.08100%
Returns for 5 years78.2195.5982%
Returns for 10 years55.24198.0528%
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