Interact to see
Advertisement
Advertisement
PWCIX vs VTSAX
PWCIX vs VTSAX Comparison
Open Charts PWCIX vs VTSAX
Principal Capital Appreciation Inst
Price$94.11
Change+$0.09 (+0.10%)
VolumeN/A
Net Assets4.97B
Vanguard Total Stock Mkt Idx Adm
Price$163.82
Change+$0.69 (+0.42%)
VolumeN/A
Net Assets2.05T
PWCIX vs VTSAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PWCIX vs. VTSAX commentary
Dec 04, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 2.05T vs. PWCIX (4.97B). VTSAX pays higher dividends than PWCIX: VTSAX (1.11) vs PWCIX (0.59). PWCIX was incepted earlier than VTSAX: PWCIX (27 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 : 11.45 vs. PWCIX (5.47). VTSAX return over 5 years is better than : 77.21 vs. PWCIX (65.30).
| 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 | 27 years | 25 years | - |
| Gain YTD | 13.904 | 15.513 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.97B | 2.05T | 0% |
| Annual Yield % from dividends | 0.59 | 1.11 | 53% |
| Returns for 1 year | 5.47 | 11.45 | 48% |
| Returns for 3 years | 61.88 | 64.46 | 96% |
| Returns for 5 years | 65.30 | 77.21 | 85% |
| Returns for 10 years | 71.17 | 223.73 | 32% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement