Interact to see
Advertisement
Advertisement
PWCIX vs VTSMX
PWCIX vs VTSMX Comparison
Open Charts PWCIX vs VTSMX
Principal Capital Appreciation Inst
Price$91.83
Change+$0.37 (+0.40%)
VolumeN/A
Net Assets5.15B
Vanguard Total Stock Mkt Idx I
Price$159.25
Change+$0.69 (+0.44%)
VolumeN/A
Net Assets2.02T
PWCIX vs VTSMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PWCIX vs. VTSMX commentary
Oct 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 StrongBuy and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.02T vs. PWCIX (5.15B). VTSMX pays higher dividends than PWCIX: VTSMX (1.04) vs PWCIX (0.60). 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 : 13.79 vs. PWCIX (7.44). VTSMX return over 5 years is better than : 84.86 vs. PWCIX (68.34).
| 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 | 11.417 | 13.012 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.15B | 2.02T | 0% |
| Annual Yield % from dividends | 0.60 | 1.04 | 58% |
| Returns for 1 year | 7.44 | 13.79 | 54% |
| Returns for 3 years | 74.80 | 76.02 | 98% |
| Returns for 5 years | 68.34 | 84.86 | 81% |
| Returns for 10 years | 74.21 | 225.10 | 33% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement