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PWCIX vs VTSMX
PWCIX vs VTSMX Comparison
Open Charts PWCIX vs VTSMX
Principal Capital Appreciation Inst
Price$82.52
Change-$1.04 (-1.24%)
VolumeN/A
Net Assets4.89B
Vanguard Total Stock Mkt Idx I
Price$142.86
Change-$1.69 (-1.17%)
VolumeN/A
Net Assets1.82T
PWCIX vs VTSMX Comparison Chart
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PWCIX vs. VTSMX commentary
Jun 15, 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 (4.89B). VTSMX pays higher dividends than PWCIX: VTSMX (1.18) vs PWCIX (0.68). 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 : 10.06 vs. PWCIX (3.88). VTSMX return over 5 years is better than : 91.36 vs. PWCIX (77.88).
| 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 | 0.121 | 1.349 | 9% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.89B | 1.82T | 0% |
| Annual Yield % from dividends | 0.68 | 1.18 | 57% |
| Returns for 1 year | 3.88 | 10.06 | 39% |
| Returns for 3 years | 59.56 | 57.59 | 103% |
| Returns for 5 years | 77.88 | 91.36 | 85% |
| Returns for 10 years | 51.40 | 178.92 | 29% |
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