Interact to see
Advertisement
Advertisement
PWCIX vs VTSAX
PWCIX vs VTSAX Comparison
Open Charts PWCIX vs VTSAX
Principal Capital Appreciation Inst
Price$88.75
Change-$0.23 (-0.26%)
VolumeN/A
Net Assets5.16B
Vanguard Total Stock Mkt Idx Adm
Price$154.04
Change-$0.41 (-0.27%)
VolumeN/A
Net Assets1.91T
PWCIX vs VTSAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PWCIX vs. VTSAX commentary
Aug 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 Buy and VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.91T vs. PWCIX (5.16B). VTSAX pays higher dividends than PWCIX: VTSAX (1.18) vs PWCIX (0.63). PWCIX was incepted earlier than VTSAX: PWCIX (26 years) vs VTSAX (25 years). PWCIX (0.45) is less costly to investors than VTSAX (0.04). PWCIX is a more actively managed with annual turnover of: 41.40 vs. VTSAX (2.00). PWCIX has a lower initial minimum investment than VTSAX: PWCIX (0) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 16.22 vs. PWCIX (9.87). VTSAX return over 5 years is better than : 85.86 vs. PWCIX (69.95).
| PWCIX | VTSAX | PWCIX / VTSAX | |
| Total Expense Ratio | 0.45 | 0.04 | 1,125% |
| Annual Report Gross Expense Ratio | 0.45 | 0.04 | 1,125% |
| Fund Existence | 26 years | 25 years | - |
| Gain YTD | 7.680 | 9.275 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.16B | 1.91T | 0% |
| Annual Yield % from dividends | 0.63 | 1.18 | 54% |
| Returns for 1 year | 9.87 | 16.22 | 61% |
| Returns for 3 years | 48.60 | 46.82 | 104% |
| Returns for 5 years | 69.95 | 85.86 | 81% |
| Returns for 10 years | 63.02 | 203.17 | 31% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement