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PCAQX vs VTSMX
PCAQX vs VTSMX Comparison
Open Charts PCAQX vs VTSMX
Principal Capital Appreciation R5
Price$91.17
Change-$1.81 (-1.95%)
VolumeN/A
Net Assets5.1B
Vanguard Total Stock Mkt Idx I
Price$160.55
Change-$2.87 (-1.76%)
VolumeN/A
Net Assets2.05T
PCAQX vs VTSMX Comparison Chart in %
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PCAQX vs. VTSMX commentary
Nov 14, 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: 2.05T vs. PCAQX (5.1B). 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 : 13.42 vs. PCAQX (6.93). VTSMX return over 5 years is better than : 83.98 vs. PCAQX (67.77).
| 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 | 14.395 | 15.972 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.1B | 2.05T | 0% |
| Annual Yield % from dividends | 0.44 | 1.02 | 43% |
| Returns for 1 year | 6.93 | 13.42 | 52% |
| Returns for 3 years | 65.49 | 68.22 | 96% |
| Returns for 5 years | 67.77 | 83.98 | 81% |
| Returns for 10 years | 73.32 | 235.40 | 31% |
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