Interact to see
Advertisement
Advertisement
PLFIX vs VTSMX
PLFIX vs VTSMX Comparison
Open Charts PLFIX vs VTSMX
Principal Large Cap S&P 500 Index Inst
Price$28.93
Change-$0.33 (-1.13%)
VolumeN/A
Net Assets9.04B
Vanguard Total Stock Mkt Idx I
Price$142.86
Change-$1.69 (-1.17%)
VolumeN/A
Net Assets1.82T
PLFIX vs VTSMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
PLFIX vs. VTSMX commentary
Jun 15, 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.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. PLFIX (9.04B). PLFIX (1.19) and VTSMX (1.18) 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 annual gain was more profitable for investors over the last year : 10.92 vs. VTSMX (10.06). VTSMX return over 5 years is better than : 91.36 vs. PLFIX (65.64).
| PLFIX | VTSMX | PLFIX / VTSMX | |
| Total Expense Ratio | 0.11 | 0.14 | 79% |
| Annual Report Gross Expense Ratio | 0.11 | 0.14 | 79% |
| Fund Existence | 24 years | 33 years | - |
| Gain YTD | 3.356 | 1.349 | 249% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.04B | 1.82T | 0% |
| Annual Yield % from dividends | 1.19 | 1.18 | 100% |
| Returns for 1 year | 10.92 | 10.06 | 109% |
| Returns for 3 years | 57.00 | 57.59 | 99% |
| Returns for 5 years | 65.64 | 91.36 | 72% |
| Returns for 10 years | 129.22 | 178.92 | 72% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement