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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$29.49
Change+$0.11 (+0.37%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$144.34
Change+$0.77 (+0.54%)
VolumeN/A
CapitalizationN/A
PLFIX vs VTSMX Comparison Chart
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PLFIX vs. VTSMX commentary
Nov 23, 2024
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 StrongSell and VTSMX is a StrongSell.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.73T vs. PLFIX (9.05B). 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). VTSMX annual gain was more profitable for investors over the last year : 31.88 vs. PLFIX (28.65). VTSMX return over 5 years is better than : 88.21 vs. PLFIX (59.23).
| 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 | 26.094 | 25.069 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.05B | 1.73T | 1% |
| Annual Yield % from dividends | 1.23 | 1.26 | 97% |
| Returns for 1 year | 28.65 | 31.88 | 90% |
| Returns for 3 years | 10.63 | 23.72 | 45% |
| Returns for 5 years | 59.23 | 88.21 | 67% |
| Returns for 10 years | 132.91 | 189.74 | 70% |
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