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PCAQX vs VTSMX
PCAQX vs VTSMX Comparison
Open Charts PCAQX vs VTSMX
Principal Capital Appreciation R5
Price$81.30
Change-$1.02 (-1.24%)
VolumeN/A
Net Assets4.89B
Vanguard Total Stock Mkt Idx I
Price$142.86
Change-$1.69 (-1.17%)
VolumeN/A
Net Assets1.82T
PCAQX vs VTSMX Comparison Chart
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PCAQX vs. VTSMX commentary
Jun 16, 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.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. PCAQX (4.89B). VTSMX pays higher dividends than PCAQX: VTSMX (1.18) vs PCAQX (0.51). 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 : 10.06 vs. PCAQX (3.58). VTSMX return over 5 years is better than : 91.36 vs. PCAQX (75.77).
| PCAQX | VTSMX | PCAQX / VTSMX | |
| Total Expense Ratio | 0.68 | 0.14 | 486% |
| Annual Report Gross Expense Ratio | 0.68 | 0.14 | 486% |
| Fund Existence | 15 years | 33 years | - |
| Gain YTD | 0.025 | 1.349 | 2% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.89B | 1.82T | 0% |
| Annual Yield % from dividends | 0.51 | 1.18 | 43% |
| Returns for 1 year | 3.58 | 10.06 | 36% |
| Returns for 3 years | 58.70 | 57.59 | 102% |
| Returns for 5 years | 75.77 | 91.36 | 83% |
| Returns for 10 years | 46.83 | 178.92 | 26% |
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