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PLFIX vs VITSX
PLFIX vs VITSX Comparison
Open Charts PLFIX vs VITSX
Principal Large Cap S&P 500 Index Inst
Price$26.06
Change-$1.32 (-4.82%)
VolumeN/A
Net Assets8.67B
Vanguard Total Stock Market Idx I
Price$128.50
Change-$6.88 (-5.08%)
VolumeN/A
Net Assets1.81T
PLFIX vs VITSX Comparison Chart
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PLFIX vs. VITSX commentary
Apr 04, 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 PLFIX is a Hold and VITSX is a Hold.
FUNDAMENTALS
Fundamentals
VITSX has more cash in the bank: 1.81T vs. PLFIX (8.67B). VITSX pays higher dividends than PLFIX: VITSX (1.36) vs PLFIX (1.25). PLFIX was incepted earlier than VITSX: PLFIX (24 years) vs VITSX (28 years). PLFIX (0.12) is less costly to investors than VITSX (0.03). PLFIX is a more actively managed with annual turnover of: 2.30 vs. VITSX (2.00). PLFIX has a lower initial minimum investment than VITSX: PLFIX (0) vs VITSX (5000000). PLFIX annual gain was more profitable for investors over the last year : 8.51 vs. VITSX (8.05). VITSX return over 5 years is better than : 126.25 vs. PLFIX (90.05).
| PLFIX | VITSX | PLFIX / VITSX | |
| Total Expense Ratio | 0.12 | 0.03 | 400% |
| Annual Report Gross Expense Ratio | 0.12 | 0.03 | 400% |
| Fund Existence | 24 years | 28 years | - |
| Gain YTD | -3.285 | -3.989 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.67B | 1.81T | 0% |
| Annual Yield % from dividends | 1.25 | 1.36 | 92% |
| Returns for 1 year | 8.51 | 8.05 | 106% |
| Returns for 3 years | 20.11 | 21.03 | 96% |
| Returns for 5 years | 90.05 | 126.25 | 71% |
| Returns for 10 years | 116.99 | 167.38 | 70% |
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