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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$32.80
Change+$0.19 (+0.58%)
VolumeN/A
Net Assets10.04B
Vanguard Total Stock Mkt Idx I
Price$161.46
Change+$1.02 (+0.64%)
VolumeN/A
Net Assets2.02T
PLFIX vs VTSMX Comparison Chart in %
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PLFIX vs. VTSMX commentary
Oct 09, 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: 2.02T vs. PLFIX (10B). PLFIX (1.05) and VTSMX (1.04) have matching dividends . PLFIX was incepted earlier than VTSMX: PLFIX (25 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). VTSMX (16.77) and PLFIX (16.35) have marching annual gain over last year. VTSMX return over 5 years is better than : 86.59 vs. PLFIX (60.66).
| PLFIX | VTSMX | PLFIX / VTSMX | |
| Total Expense Ratio | 0.11 | 0.14 | 79% |
| Annual Report Gross Expense Ratio | 0.11 | 0.14 | 79% |
| Fund Existence | 25 years | 33 years | - |
| Gain YTD | 15.189 | 13.857 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10B | 2.02T | 0% |
| Annual Yield % from dividends | 1.05 | 1.04 | 100% |
| Returns for 1 year | 16.35 | 16.77 | 97% |
| Returns for 3 years | 78.72 | 81.21 | 97% |
| Returns for 5 years | 60.66 | 86.59 | 70% |
| Returns for 10 years | 164.20 | 229.54 | 72% |
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