Ad is loading...
PLFIX vs VTSAX
PLFIX vs VTSAX Comparison
Open Charts PLFIX vs VTSAX
Principal Large Cap S&P 500 Index Inst
Price$26.90
Change+$0.04 (+0.15%)
VolumeN/A
Net Assets8.57B
Vanguard Total Stock Mkt Idx Adm
Price$132.85
Change+$0.11 (+0.08%)
VolumeN/A
Net Assets1.7T
PLFIX vs VTSAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
PLFIX vs. VTSAX commentary
May 01, 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 VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.7T vs. PLFIX (8.57B). VTSAX pays higher dividends than PLFIX: VTSAX (1.35) vs PLFIX (1.25). PLFIX was incepted earlier than VTSAX: PLFIX (24 years) vs VTSAX (24 years). PLFIX (0.11) is less costly to investors than VTSAX (0.04). PLFIX is a more actively managed with annual turnover of: 2.30 vs. VTSAX (2.00). PLFIX has a lower initial minimum investment than VTSAX: PLFIX (0) vs VTSAX (3000). PLFIX (10.07) and VTSAX (9.81) have marching annual gain over last year. VTSAX return over 5 years is better than : 93.12 vs. PLFIX (63.82).
| PLFIX | VTSAX | PLFIX / VTSAX | |
| Total Expense Ratio | 0.11 | 0.04 | 275% |
| Annual Report Gross Expense Ratio | 0.11 | 0.04 | 275% |
| Fund Existence | 24 years | 24 years | - |
| Gain YTD | -5.122 | -5.848 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.57B | 1.7T | 1% |
| Annual Yield % from dividends | 1.25 | 1.35 | 92% |
| Returns for 1 year | 10.07 | 9.81 | 103% |
| Returns for 3 years | 30.61 | 32.06 | 95% |
| Returns for 5 years | 63.82 | 93.12 | 69% |
| Returns for 10 years | 109.86 | 160.13 | 69% |
View a ticker or compare two or three
VS
VS
Ad is loading...