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PWCIX vs VTSAX
PWCIX vs VTSAX Comparison
Open Charts PWCIX vs VTSAX
Principal Capital Appreciation Inst
Price$94.47
Change-$0.14 (-0.15%)
VolumeN/A
Net Assets5.1B
Vanguard Total Stock Mkt Idx Adm
Price$163.46
Change+$0.09 (+0.06%)
VolumeN/A
Net Assets2.05T
PWCIX vs VTSAX Comparison Chart in %
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PWCIX vs. VTSAX commentary
Nov 14, 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 VTSAX is a Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 2.05T vs. PWCIX (5.1B). VTSAX pays higher dividends than PWCIX: VTSAX (1.11) vs PWCIX (0.59). 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 : 13.43 vs. PWCIX (7.25). VTSAX return over 5 years is better than : 84.01 vs. PWCIX (69.78).
| 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 | 14.620 | 15.982 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.1B | 2.05T | 0% |
| Annual Yield % from dividends | 0.59 | 1.11 | 53% |
| Returns for 1 year | 7.25 | 13.43 | 54% |
| Returns for 3 years | 66.37 | 68.24 | 97% |
| Returns for 5 years | 69.78 | 84.01 | 83% |
| Returns for 10 years | 78.74 | 236.16 | 33% |
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