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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$27.40
Change+$0.16 (+0.59%)
VolumeN/A
Net Assets8.58B
Vanguard Total Stock Market Idx I
Price$135.42
Change+$0.98 (+0.73%)
VolumeN/A
Net Assets1.72T
PLFMX vs VITSX Comparison Chart
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PLFMX vs. VITSX commentary
May 10, 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: 1.72T vs. PLFMX (8.58B). VITSX pays higher dividends than PLFMX: VITSX (1.37) vs PLFMX (0.74). PLFMX was incepted earlier than VITSX: PLFMX (24 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 (7.85) and PLFMX (7.63) have marching annual gain over last year. VITSX return over 5 years is better than : 87.94 vs. PLFMX (56.74).
| 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 | 24 years | 28 years | - |
| Gain YTD | -4.085 | -4.656 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.58B | 1.72T | 1% |
| Annual Yield % from dividends | 0.74 | 1.37 | 54% |
| Returns for 1 year | 7.63 | 7.85 | 97% |
| Returns for 3 years | 35.50 | 39.39 | 90% |
| Returns for 5 years | 56.74 | 87.94 | 65% |
| Returns for 10 years | 102.25 | 163.32 | 63% |
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