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PCAQX vs VTSMX
PCAQX vs VTSMX Comparison
Open Charts PCAQX vs VTSMX
Principal Capital Appreciation R5
Price$92.62
Change+$0.09 (+0.10%)
VolumeN/A
Net Assets4.97B
Vanguard Total Stock Mkt Idx I
Price$163.76
Change+$0.68 (+0.42%)
VolumeN/A
Net Assets2.05T
PCAQX vs VTSMX Comparison Chart in %
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PCAQX vs. VTSMX commentary
Dec 04, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.05T vs. PCAQX (4.97B). 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 : 11.43 vs. PCAQX (5.16). VTSMX return over 5 years is better than : 77.17 vs. PCAQX (63.36).
| 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 | 13.656 | 15.489 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.97B | 2.05T | 0% |
| Annual Yield % from dividends | 0.44 | 1.02 | 43% |
| Returns for 1 year | 5.16 | 11.43 | 45% |
| Returns for 3 years | 61.00 | 64.40 | 95% |
| Returns for 5 years | 63.36 | 77.17 | 82% |
| Returns for 10 years | 65.96 | 223.01 | 30% |
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