Interact to see
Advertisement
Advertisement
PLFIX vs VSTSX
PLFIX vs VSTSX Comparison
Open Charts PLFIX vs VSTSX
Principal Large Cap S&P 500 Index Inst
Price$28.07
Change-$0.18 (-0.64%)
VolumeN/A
Net Assets8.9B
Vanguard Total Stock Mkt Idx Instl Sel
Price$273.16
Change-$1.74 (-0.63%)
VolumeN/A
Net Assets1.72T
PLFIX vs VSTSX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
PLFIX vs. VSTSX commentary
May 25, 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 Buy and VSTSX is a Buy.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.72T vs. PLFIX (8.9B). VSTSX pays higher dividends than PLFIX: VSTSX (1.38) vs PLFIX (1.26). PLFIX was incepted earlier than VSTSX: PLFIX (24 years) vs VSTSX (9 years). PLFIX (0.11) is less costly to investors than VSTSX (0.01). PLFIX is a more actively managed with annual turnover of: 2.30 vs. VSTSX (2.00). PLFIX has a lower initial minimum investment than VSTSX: PLFIX (0) vs VSTSX (5000000000). PLFIX annual gain was more profitable for investors over the last year : 10.53 vs. VSTSX (9.75). VSTSX return over 5 years is better than : 91.81 vs. PLFIX (64.69).
| PLFIX | VSTSX | PLFIX / VSTSX | |
| Total Expense Ratio | 0.11 | 0.01 | 1,100% |
| Annual Report Gross Expense Ratio | 0.11 | 0.01 | 1,100% |
| Fund Existence | 24 years | 9 years | - |
| Gain YTD | -0.212 | -1.603 | 13% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.9B | 1.72T | 1% |
| Annual Yield % from dividends | 1.26 | 1.38 | 92% |
| Returns for 1 year | 10.53 | 9.75 | 108% |
| Returns for 3 years | 43.77 | 45.46 | 96% |
| Returns for 5 years | 64.69 | 91.81 | 70% |
| Returns for 10 years | 120.72 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement