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PLFIX vs VTSMX
PLFIX vs VTSMX Comparison
Open Charts PLFIX vs VTSMX
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 I
Price$138.67
Change-$0.89 (-0.64%)
VolumeN/A
Net Assets1.72T
PLFIX vs VTSMX Comparison Chart
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PLFIX vs. VTSMX 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. PLFIX (8.9B). VTSMX (1.26) and PLFIX (1.26) 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 : 10.53 vs. VTSMX (9.72). VTSMX return over 5 years is better than : 91.66 vs. PLFIX (64.69).
| 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 | -0.212 | -1.624 | 13% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.9B | 1.72T | 1% |
| Annual Yield % from dividends | 1.26 | 1.26 | 100% |
| Returns for 1 year | 10.53 | 9.72 | 108% |
| Returns for 3 years | 43.77 | 45.36 | 96% |
| Returns for 5 years | 64.69 | 91.66 | 71% |
| Returns for 10 years | 120.72 | 170.79 | 71% |
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