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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$28.99
Change-$0.50 (-1.70%)
VolumeN/A
Net Assets9.17B
Vanguard Total Stock Mkt Idx I
Price$143.99
Change-$2.73 (-1.86%)
VolumeN/A
Net Assets1.84T
PLFIX vs VTSMX Comparison Chart
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PLFIX vs. VTSMX commentary
Feb 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 StrongBuy and VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.84T vs. PLFIX (9.17B). VTSMX (1.26) and PLFIX (1.23) have matching dividends . PLFIX was incepted earlier than VTSMX: PLFIX (24 years) vs VTSMX (33 years). PLFIX is a more actively managed with annual turnover of: 5.90 vs. VTSMX (2.00). PLFIX has a lower initial minimum investment than VTSMX: PLFIX (0) vs VTSMX (3000). PLFIX (17.84) and VTSMX (17.60) have marching annual gain over last year. VTSMX return over 5 years is better than : 74.84 vs. PLFIX (50.40).
| PLFIX | VTSMX | PLFIX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 33 years | - |
| Gain YTD | 2.402 | 2.121 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.17B | 1.84T | 0% |
| Annual Yield % from dividends | 1.23 | 1.26 | 97% |
| Returns for 1 year | 17.84 | 17.60 | 101% |
| Returns for 3 years | 35.57 | 36.78 | 97% |
| Returns for 5 years | 50.40 | 74.84 | 67% |
| Returns for 10 years | 126.35 | 180.15 | 70% |
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