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PWCIX vs VSMPX
PWCIX vs VSMPX Comparison
Open Charts PWCIX vs VSMPX
Principal Capital Appreciation Inst
Price$94.90
Change+$0.27 (+0.29%)
VolumeN/A
Net Assets4.81B
Vanguard Total Stock Mkt Idx Instl Pls
Price$310.33
Change+$0.93 (+0.30%)
VolumeN/A
Net Assets2.06T
PWCIX vs VSMPX Comparison Chart in %
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PWCIX vs. VSMPX commentary
Dec 13, 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 PWCIX is a Buy and VSMPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.06T vs. PWCIX (4.81B). VSMPX pays higher dividends than PWCIX: VSMPX (1.12) vs PWCIX (0.59). PWCIX was incepted earlier than VSMPX: PWCIX (27 years) vs VSMPX (11 years). PWCIX (0.45) is less costly to investors than VSMPX (0.02). PWCIX is a more actively managed with annual turnover of: 41.40 vs. VSMPX (2.00). PWCIX has a lower initial minimum investment than VSMPX: PWCIX (0) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 12.70 vs. PWCIX (6.63). VSMPX return over 5 years is better than : 79.39 vs. PWCIX (66.51).
| PWCIX | VSMPX | PWCIX / VSMPX | |
| Total Expense Ratio | 0.45 | 0.02 | 2,250% |
| Annual Report Gross Expense Ratio | 0.45 | 0.02 | 2,250% |
| Fund Existence | 27 years | 11 years | - |
| Gain YTD | 14.814 | 17.371 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.81B | 2.06T | 0% |
| Annual Yield % from dividends | 0.59 | 1.12 | 53% |
| Returns for 1 year | 6.63 | 12.70 | 52% |
| Returns for 3 years | 69.17 | 70.86 | 98% |
| Returns for 5 years | 66.51 | 79.39 | 84% |
| Returns for 10 years | 78.86 | 230.39 | 34% |
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