Ad is loading...
PLFIX vs VTSMX
PLFIX vs VTSMX Comparison
Open Charts PLFIX vs VTSMX
Principal Large Cap S&P 500 Index Inst
Price$26.06
Change-$1.32 (-4.82%)
VolumeN/A
Net Assets8.67B
Vanguard Total Stock Mkt Idx I
Price$128.47
Change-$6.87 (-5.08%)
VolumeN/A
Net Assets1.81T
PLFIX vs VTSMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
PLFIX vs. VTSMX commentary
Apr 04, 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 Hold and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.81T vs. PLFIX (8.67B). 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 : 8.51 vs. VTSMX (8.05). VTSMX return over 5 years is better than : 126.23 vs. PLFIX (90.05).
| 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 | -3.285 | -3.986 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.67B | 1.81T | 0% |
| Annual Yield % from dividends | 1.25 | 1.25 | 100% |
| Returns for 1 year | 8.51 | 8.05 | 106% |
| Returns for 3 years | 20.11 | 21.01 | 96% |
| Returns for 5 years | 90.05 | 126.23 | 71% |
| Returns for 10 years | 116.99 | 166.80 | 70% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| HLMRX | 17.08 | N/A | N/A |
| Harding Loevner Intl Small Coms Instl | |||
| CCALX | 71.59 | N/A | N/A |
| Conestoga Small Cap Institutional | |||
| LCISX | 24.58 | N/A | N/A |
| ClearBridge Sustainability Leaders I | |||
| TOTFX | 11.08 | N/A | N/A |
| Transamerica Mid Cap Value Opps R4 | |||
| AMECX | 25.01 | -0.51 | -2.00% |
| American Funds Income Fund of Amer A | |||