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PWCIX vs VTSMX
PWCIX vs VTSMX Comparison
Open Charts PWCIX vs VTSMX
Principal Capital Appreciation Inst
Price$87.15
Change-$5.93 (-6.37%)
VolumeN/A
Net Assets4.86B
Vanguard Total Stock Mkt Idx I
Price$165.41
Change+$4.46 (+2.77%)
VolumeN/A
Net Assets2.06T
PWCIX vs VTSMX Comparison Chart in %
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PWCIX vs. VTSMX commentary
Feb 05, 2026
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 Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.06T vs. PWCIX (4.86B). VTSMX pays higher dividends than PWCIX: VTSMX (1.00) vs PWCIX (0.51). 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: 55.80 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 : 14.79 vs. PWCIX (3.69). VTSMX return over 5 years is better than : 68.19 vs. PWCIX (53.02).
| 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 | 1.267 | 1.373 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.86B | 2.06T | 0% |
| Annual Yield % from dividends | 0.51 | 1.00 | 50% |
| Returns for 1 year | 3.69 | 14.79 | 25% |
| Returns for 3 years | 50.21 | 63.99 | 78% |
| Returns for 5 years | 53.02 | 68.19 | 78% |
| Returns for 10 years | 85.11 | 270.18 | 32% |
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