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PWCIX vs VTSMX
PWCIX vs VTSMX Comparison
Open Charts PWCIX vs VTSMX
Principal Capital Appreciation Inst
Price$86.38
Change+$0.82 (+0.96%)
VolumeN/A
Net Assets5.1B
Vanguard Total Stock Mkt Idx I
Price$149.99
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
PWCIX vs VTSMX Comparison Chart in %
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PWCIX vs. VTSMX commentary
Jul 07, 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. PWCIX (5.1B). VTSMX pays higher dividends than PWCIX: VTSMX (1.12) vs PWCIX (0.65). PWCIX was incepted earlier than VTSMX: PWCIX (26 years) vs VTSMX (33 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 : 13.89 vs. PWCIX (7.09). VTSMX return over 5 years is better than : 95.59 vs. PWCIX (80.38).
| 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 | 33 years | - |
| Gain YTD | 4.805 | 6.421 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.1B | 1.82T | 0% |
| Annual Yield % from dividends | 0.65 | 1.12 | 58% |
| Returns for 1 year | 7.09 | 13.89 | 51% |
| Returns for 3 years | 63.12 | 62.08 | 102% |
| Returns for 5 years | 80.38 | 95.59 | 84% |
| Returns for 10 years | 60.11 | 198.05 | 30% |
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