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PCAQX vs VTSMX
PCAQX vs VTSMX Comparison
Open Charts PCAQX vs VTSMX
Principal Capital Appreciation R5
Price$90.37
Change+$0.52 (+0.58%)
VolumeN/A
Net Assets5.26B
Vanguard Total Stock Mkt Idx I
Price$159.19
Change+$1.00 (+0.63%)
VolumeN/A
Net Assets1.95T
PCAQX vs VTSMX Comparison Chart in %
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PCAQX vs. VTSMX commentary
Sep 29, 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 Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.95T vs. PCAQX (5.26B). VTSMX pays higher dividends than PCAQX: VTSMX (1.07) vs PCAQX (0.47). PCAQX was incepted earlier than VTSMX: PCAQX (16 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 : 15.63 vs. PCAQX (9.33). VTSMX return over 5 years is better than : 96.53 vs. PCAQX (75.88).
| 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 | 33 years | - |
| Gain YTD | 11.184 | 12.949 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.26B | 1.95T | 0% |
| Annual Yield % from dividends | 0.47 | 1.07 | 44% |
| Returns for 1 year | 9.33 | 15.63 | 60% |
| Returns for 3 years | 78.27 | 80.25 | 98% |
| Returns for 5 years | 75.88 | 96.53 | 79% |
| Returns for 10 years | 80.70 | 249.92 | 32% |
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