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PWCIX vs VTSMX
PWCIX vs VTSMX Comparison
Open Charts PWCIX vs VTSMX
Principal Capital Appreciation Inst
Price$87.67
Change+$0.21 (+0.24%)
VolumeN/A
Net Assets4.84B
Vanguard Total Stock Mkt Idx I
Price$165.40
Change+$0.51 (+0.31%)
VolumeN/A
Net Assets2.06T
PWCIX vs VTSMX Comparison Chart in %
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PWCIX vs. VTSMX commentary
Dec 26, 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: 2.06T vs. PWCIX (4.84B). VTSMX pays higher dividends than PWCIX: VTSMX (1.02) vs PWCIX (0.59). PWCIX was incepted earlier than VTSMX: PWCIX (27 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 : 14.42 vs. PWCIX (3.64). VTSMX return over 5 years is better than : 76.81 vs. PWCIX (58.83).
| PWCIX | VTSMX | PWCIX / VTSMX | |
| Total Expense Ratio | 0.45 | 0.14 | 321% |
| Annual Report Gross Expense Ratio | 0.45 | 0.14 | 321% |
| Fund Existence | 27 years | 34 years | - |
| Gain YTD | 6.370 | 17.377 | 37% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.84B | 2.06T | 0% |
| Annual Yield % from dividends | 0.59 | 1.02 | 58% |
| Returns for 1 year | 3.64 | 14.42 | 25% |
| Returns for 3 years | 59.19 | 78.00 | 76% |
| Returns for 5 years | 58.83 | 76.81 | 77% |
| Returns for 10 years | 69.07 | 234.96 | 29% |
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