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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$32.11
Change+$0.31 (+0.97%)
VolumeN/A
Net Assets10.46B
Vanguard Total Stock Mkt Idx I
Price$157.50
Change+$1.73 (+1.11%)
VolumeN/A
Net Assets2.05T
PLFIX vs VTSMX Comparison Chart in %
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PLFIX vs. VTSMX commentary
Nov 23, 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: 2.05T vs. PLFIX (10.5B). PLFIX (1.02) and VTSMX (1.02) have matching dividends . PLFIX was incepted earlier than VTSMX: PLFIX (25 years) vs VTSMX (34 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 (9.79) and PLFIX (9.56) have marching annual gain over last year. VTSMX return over 5 years is better than : 77.34 vs. PLFIX (52.89).
| 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 | 34 years | - |
| Gain YTD | 12.328 | 11.770 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.5B | 2.05T | 1% |
| Annual Yield % from dividends | 1.02 | 1.02 | 100% |
| Returns for 1 year | 9.56 | 9.79 | 98% |
| Returns for 3 years | 58.15 | 62.11 | 94% |
| Returns for 5 years | 52.89 | 77.34 | 68% |
| Returns for 10 years | 147.79 | 212.73 | 69% |
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