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PWCIX vs VTSMX
PWCIX vs VTSMX Comparison
Open Charts PWCIX vs VTSMX
Principal Capital Appreciation Inst
Price$92.64
Change-$1.83 (-1.94%)
VolumeN/A
Net Assets4.86B
Vanguard Total Stock Mkt Idx I
Price$160.55
Change-$2.87 (-1.76%)
VolumeN/A
Net Assets2.05T
PWCIX vs VTSMX Comparison Chart in %
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PWCIX vs. VTSMX 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 VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.05T vs. PWCIX (4.86B). VTSMX pays higher dividends than PWCIX: VTSMX (1.02) vs PWCIX (0.59). PWCIX was incepted earlier than VTSMX: PWCIX (26 years) vs VTSMX (34 years). PWCIX (0.45) is less costly to investors than VTSMX (0.14). PWCIX is a more actively managed with annual turnover of: 41.40 vs. VTSMX (2.00). PWCIX has a lower initial minimum investment than VTSMX: PWCIX (0) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 13.42 vs. PWCIX (7.25). VTSMX return over 5 years is better than : 83.98 vs. PWCIX (69.78).
| PWCIX | VTSMX | PWCIX / VTSMX | |
| Total Expense Ratio | 0.45 | 0.14 | 321% |
| Annual Report Gross Expense Ratio | 0.45 | 0.14 | 321% |
| Fund Existence | 26 years | 34 years | - |
| Gain YTD | 14.620 | 15.972 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.86B | 2.05T | 0% |
| Annual Yield % from dividends | 0.59 | 1.02 | 58% |
| Returns for 1 year | 7.25 | 13.42 | 54% |
| Returns for 3 years | 66.37 | 68.22 | 97% |
| Returns for 5 years | 69.78 | 83.98 | 83% |
| Returns for 10 years | 78.74 | 235.40 | 33% |
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