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PWCIX vs VSTSX
PWCIX vs VSTSX Comparison
Open Charts PWCIX vs VSTSX
Principal Capital Appreciation Inst
Price$86.38
Change+$0.82 (+0.96%)
VolumeN/A
Net Assets5.1B
Vanguard Total Stock Mkt Idx Instl Sel
Price$295.41
Change+$2.52 (+0.86%)
VolumeN/A
Net Assets1.82T
PWCIX vs VSTSX Comparison Chart in %
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PWCIX vs. VSTSX 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 VSTSX is a Buy.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.82T vs. PWCIX (5.1B). VSTSX pays higher dividends than PWCIX: VSTSX (1.23) vs PWCIX (0.65). PWCIX was incepted earlier than VSTSX: PWCIX (26 years) vs VSTSX (9 years). PWCIX (0.45) is less costly to investors than VSTSX (0.01). PWCIX is a more actively managed with annual turnover of: 41.40 vs. VSTSX (2.00). PWCIX has a lower initial minimum investment than VSTSX: PWCIX (0) vs VSTSX (5000000000). VSTSX annual gain was more profitable for investors over the last year : 13.91 vs. PWCIX (7.09). VSTSX return over 5 years is better than : 95.76 vs. PWCIX (80.38).
| PWCIX | VSTSX | PWCIX / VSTSX | |
| Total Expense Ratio | 0.45 | 0.01 | 4,500% |
| Annual Report Gross Expense Ratio | 0.45 | 0.01 | 4,500% |
| Fund Existence | 26 years | 9 years | - |
| Gain YTD | 4.805 | 6.427 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.1B | 1.82T | 0% |
| Annual Yield % from dividends | 0.65 | 1.23 | 53% |
| Returns for 1 year | 7.09 | 13.91 | 51% |
| Returns for 3 years | 63.12 | 62.21 | 101% |
| Returns for 5 years | 80.38 | 95.76 | 84% |
| Returns for 10 years | 60.11 | N/A | - |
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