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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$30.41
Change+$0.25 (+0.83%)
VolumeN/A
Net Assets9.37B
Vanguard Total Stock Mkt Idx I
Price$149.99
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
PLFIX vs VTSMX Comparison Chart in %
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PLFIX vs. VTSMX commentary
Jul 06, 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 (9.37B). PLFIX (1.13) and VTSMX (1.12) 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). VTSMX annual gain was more profitable for investors over the last year : 13.89 vs. PLFIX (13.08). VTSMX return over 5 years is better than : 95.59 vs. PLFIX (67.13).
| 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 | 7.418 | 6.421 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.37B | 1.82T | 1% |
| Annual Yield % from dividends | 1.13 | 1.12 | 101% |
| Returns for 1 year | 13.08 | 13.89 | 94% |
| Returns for 3 years | 59.26 | 62.08 | 95% |
| Returns for 5 years | 67.13 | 95.59 | 70% |
| Returns for 10 years | 141.16 | 198.05 | 71% |
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