PWCIX
Price
$86.38
Change
+$0.82 (+0.96%)
Updated
Jul 3 closing price
Net Assets
5.1B
VTSMX
Price
$149.99
Change
+$1.28 (+0.86%)
Updated
Jul 3 closing price
Net Assets
1.82T
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PWCIX vs VTSMX

Header iconPWCIX vs VTSMX Comparison
Open Charts PWCIX vs VTSMXBanner chart's image
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.

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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).
PWCIXVTSMXPWCIX / VTSMX
Total Expense Ratio0.450.14321%
Annual Report Gross Expense Ratio0.450.14321%
Fund Existence26 years33 years-
Gain YTD4.8056.42175%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets5.1B1.82T0%
Annual Yield % from dividends0.651.1258%
Returns for 1 year7.0913.8951%
Returns for 3 years63.1262.08102%
Returns for 5 years80.3895.5984%
Returns for 10 years60.11198.0530%
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