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PLFIX vs VTSAX
PLFIX vs VTSAX Comparison
Open Charts PLFIX vs VTSAX
Principal Large Cap S&P 500 Index Inst
Price$28.72
Change+$0.12 (+0.42%)
VolumeN/A
Net Assets9.01B
Vanguard Total Stock Mkt Idx Adm
Price$141.83
Change+$0.55 (+0.39%)
VolumeN/A
Net Assets1.72T
PLFIX vs VTSAX Comparison Chart
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PLFIX vs. VTSAX commentary
Jun 03, 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: 1.72T vs. PLFIX (9.01B). VTSAX pays higher dividends than PLFIX: VTSAX (1.28) vs PLFIX (1.19). PLFIX was incepted earlier than VTSAX: PLFIX (24 years) vs VTSAX (25 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 (11.68) and VTSAX (11.60) have marching annual gain over last year. VTSAX return over 5 years is better than : 83.99 vs. PLFIX (57.76).
| 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 | 25 years | - |
| Gain YTD | 1.024 | 0.209 | 490% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.01B | 1.72T | 1% |
| Annual Yield % from dividends | 1.19 | 1.28 | 92% |
| Returns for 1 year | 11.68 | 11.60 | 101% |
| Returns for 3 years | 39.60 | 41.40 | 96% |
| Returns for 5 years | 57.76 | 83.99 | 69% |
| Returns for 10 years | 124.51 | 177.02 | 70% |
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