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PWCIX vs VSMPX
PWCIX vs VSMPX Comparison
Open Charts PWCIX vs VSMPX
Principal Capital Appreciation Inst
Price$86.38
Change+$0.82 (+0.96%)
VolumeN/A
Net Assets5.1B
Vanguard Total Stock Mkt Idx Instl Pls
Price$281.45
Change+$2.40 (+0.86%)
VolumeN/A
Net Assets1.82T
PWCIX vs VSMPX Comparison Chart in %
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PWCIX vs. VSMPX 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 PWCIX is a Buy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.82T vs. PWCIX (5.1B). VSMPX pays higher dividends than PWCIX: VSMPX (1.22) vs PWCIX (0.65). PWCIX was incepted earlier than VSMPX: PWCIX (26 years) vs VSMPX (10 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 : 13.90 vs. PWCIX (7.09). VSMPX return over 5 years is better than : 95.69 vs. PWCIX (80.38).
| 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 | 26 years | 10 years | - |
| Gain YTD | 4.805 | 6.426 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.1B | 1.82T | 0% |
| Annual Yield % from dividends | 0.65 | 1.22 | 53% |
| Returns for 1 year | 7.09 | 13.90 | 51% |
| Returns for 3 years | 63.12 | 62.17 | 102% |
| Returns for 5 years | 80.38 | 95.69 | 84% |
| Returns for 10 years | 60.11 | 189.21 | 32% |
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