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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$31.27
Change-$0.09 (-0.29%)
VolumeN/A
Net Assets9.66B
Vanguard Total Stock Mkt Idx I
Price$154.00
Change-$0.41 (-0.27%)
VolumeN/A
Net Assets1.91T
PLFIX vs VTSMX Comparison Chart in %
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PLFIX vs. VTSMX commentary
Aug 16, 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 StrongBuy and VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. PLFIX (9.66B). PLFIX (1.10) and VTSMX (1.09) 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 (16.52) and PLFIX (16.31) have marching annual gain over last year. VTSMX return over 5 years is better than : 86.32 vs. PLFIX (59.72).
| 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 | 10.774 | 9.557 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.66B | 1.91T | 1% |
| Annual Yield % from dividends | 1.10 | 1.09 | 101% |
| Returns for 1 year | 16.31 | 16.52 | 99% |
| Returns for 3 years | 45.66 | 47.19 | 97% |
| Returns for 5 years | 59.72 | 86.32 | 69% |
| Returns for 10 years | 144.85 | 203.34 | 71% |
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