PLFIX
Price
$30.95
Change
+$0.12 (+0.39%)
Updated
Jul 25 closing price
Net Assets
9.55B
VTSMX
Price
$152.62
Change
+$0.67 (+0.44%)
Updated
Jul 25 closing price
Net Assets
1.91T
Interact to see
Advertisement

PLFIX vs VTSMX

Header iconPLFIX vs VTSMX Comparison
Open Charts PLFIX vs VTSMXBanner chart's image
Principal Large Cap S&P 500 Index Inst
Price$30.95
Change+$0.12 (+0.39%)
VolumeN/A
Net Assets9.55B
Vanguard Total Stock Mkt Idx I
Price$152.62
Change+$0.67 (+0.44%)
VolumeN/A
Net Assets1.91T
PLFIX vs VTSMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
PLFIX vs. VTSMX commentary
Jul 27, 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 VTSMX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. PLFIX (9.55B). PLFIX (1.13) and VTSMX (1.12) have matching dividends . PLFIX was incepted earlier than VTSMX: PLFIX (24 years) vs VTSMX (33 years). VTSMX (0.14) is less costly to investors than PLFIX (0.11). PLFIX is a more actively managed with annual turnover of: 2.30 vs. VTSMX (2.00). PLFIX has a lower initial minimum investment than VTSMX: PLFIX (0) vs VTSMX (3000). PLFIX (17.95) and VTSMX (17.75) have marching annual gain over last year. VTSMX return over 5 years is better than : 93.51 vs. PLFIX (65.45).
PLFIXVTSMXPLFIX / VTSMX
Total Expense Ratio0.110.1479%
Annual Report Gross Expense Ratio0.110.1479%
Fund Existence24 years33 years-
Gain YTD9.3258.287113%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets9.55B1.91T0%
Annual Yield % from dividends1.131.12101%
Returns for 1 year17.9517.75101%
Returns for 3 years57.9860.6096%
Returns for 5 years65.4593.5170%
Returns for 10 years142.46200.9771%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
YMAG15.390.12
+0.79%
YieldMax Magnificent 7 Fd Of Opt IncETFs
FLCE26.910.10
+0.37%
Frontier Asset U.S. Large-Cap Equity ETF
PGP8.340.03
+0.36%
PIMCO Global StockPLUS & Income Fund
SSG11.490.02
+0.17%
ProShares UltraShort Semiconductors
RQI12.600.01
+0.08%
COHEN & STEERS QUALITY Income REALTY FUND