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PCAQX vs VTSMX
PCAQX vs VTSMX Comparison
Open Charts PCAQX vs VTSMX
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.
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).
| 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 | 4.687 | 6.421 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.1B | 1.82T | 0% |
| Annual Yield % from dividends | 0.49 | 1.12 | 44% |
| Returns for 1 year | 6.79 | 13.89 | 49% |
| Returns for 3 years | 62.26 | 62.08 | 100% |
| Returns for 5 years | 78.21 | 95.59 | 82% |
| Returns for 10 years | 55.24 | 198.05 | 28% |
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