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PWCIX vs VSTSX
PWCIX vs VSTSX Comparison
Open Charts PWCIX vs VSTSX
Principal Capital Appreciation Inst
Price$91.83
Change+$0.37 (+0.40%)
VolumeN/A
Net Assets5.15B
Vanguard Total Stock Mkt Idx Instl Sel
Price$313.67
Change+$1.37 (+0.44%)
VolumeN/A
Net Assets2.02T
PWCIX vs VSTSX Comparison Chart in %
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PWCIX vs. VSTSX commentary
Oct 18, 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 StrongBuy and VSTSX is a Hold.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 2.02T vs. PWCIX (5.15B). VSTSX pays higher dividends than PWCIX: VSTSX (1.15) vs PWCIX (0.60). 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 : 13.82 vs. PWCIX (7.44). VSTSX return over 5 years is better than : 85.01 vs. PWCIX (68.34).
| 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 | 11.417 | 13.029 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.15B | 2.02T | 0% |
| Annual Yield % from dividends | 0.60 | 1.15 | 52% |
| Returns for 1 year | 7.44 | 13.82 | 54% |
| Returns for 3 years | 74.80 | 76.16 | 98% |
| Returns for 5 years | 68.34 | 85.01 | 80% |
| Returns for 10 years | 74.21 | N/A | - |