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PLFMX vs VITSX
PLFMX vs VITSX Comparison
Open Charts PLFMX vs VITSX
Principal Large Cap S&P 500 Index R3
Price$32.05
Change-$0.04 (-0.12%)
VolumeN/A
Net Assets9.91B
Vanguard Total Stock Market Idx I
Price$158.32
Change-$0.12 (-0.08%)
VolumeN/A
Net Assets1.95T
PLFMX vs VITSX Comparison Chart in %
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PLFMX vs. VITSX commentary
Sep 18, 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 PLFMX is a Buy and VITSX is a Buy.
FUNDAMENTALS
Fundamentals
VITSX has more cash in the bank: 1.95T vs. PLFMX (9.91B). VITSX pays higher dividends than PLFMX: VITSX (1.17) vs PLFMX (0.64). PLFMX was incepted earlier than VITSX: PLFMX (25 years) vs VITSX (28 years). PLFMX (0.66) is less costly to investors than VITSX (0.03). PLFMX is a more actively managed with annual turnover of: 2.30 vs. VITSX (2.00). PLFMX has a lower initial minimum investment than VITSX: PLFMX (0) vs VITSX (5000000). VITSX (17.19) and PLFMX (16.39) have marching annual gain over last year. VITSX return over 5 years is better than : 93.21 vs. PLFMX (60.53).
| PLFMX | VITSX | PLFMX / VITSX | |
| Total Expense Ratio | 0.66 | 0.03 | 2,200% |
| Annual Report Gross Expense Ratio | 0.66 | 0.03 | 2,200% |
| Fund Existence | 25 years | 28 years | - |
| Gain YTD | 12.993 | 12.381 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.91B | 1.95T | 1% |
| Annual Yield % from dividends | 0.64 | 1.17 | 55% |
| Returns for 1 year | 16.39 | 17.19 | 95% |
| Returns for 3 years | 63.79 | 67.69 | 94% |
| Returns for 5 years | 60.53 | 93.21 | 65% |
| Returns for 10 years | 154.89 | 232.15 | 67% |
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