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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$26.50
Change+$0.53 (+2.04%)
VolumeN/A
Net Assets8.25B
Vanguard Total Stock Mkt Idx I
Price$130.91
Change+$2.67 (+2.08%)
VolumeN/A
Net Assets1.7T
PLFIX vs VTSMX Comparison Chart
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PLFIX vs. VTSMX commentary
Apr 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: 1.7T vs. PLFIX (8.25B). VTSMX (1.25) and PLFIX (1.25) 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 (0.12). 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 : 5.70 vs. VTSMX (5.27). VTSMX return over 5 years is better than : 86.77 vs. PLFIX (58.03).
| PLFIX | VTSMX | PLFIX / VTSMX | |
| Total Expense Ratio | 0.12 | 0.14 | 86% |
| Annual Report Gross Expense Ratio | 0.12 | 0.14 | 86% |
| Fund Existence | 24 years | 33 years | - |
| Gain YTD | -8.266 | -9.023 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.25B | 1.7T | 0% |
| Annual Yield % from dividends | 1.25 | 1.25 | 100% |
| Returns for 1 year | 5.70 | 5.27 | 108% |
| Returns for 3 years | 21.45 | 22.56 | 95% |
| Returns for 5 years | 58.03 | 86.77 | 67% |
| Returns for 10 years | 102.90 | 150.14 | 69% |
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