PLFMX
Price
$31.42
Change
+$0.07 (+0.22%)
Updated
Aug 27 closing price
Net Assets
9.62B
VSMPX
Price
$291.29
Change
+$0.80 (+0.28%)
Updated
Aug 27 closing price
Net Assets
1.91T
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PLFMX vs VSMPX

Header iconPLFMX vs VSMPX Comparison
Open Charts PLFMX vs VSMPXBanner chart's image
Principal Large Cap S&P 500 Index R3
Price$31.42
Change+$0.07 (+0.22%)
VolumeN/A
Net Assets9.62B
Vanguard Total Stock Mkt Idx Instl Pls
Price$291.29
Change+$0.80 (+0.28%)
VolumeN/A
Net Assets1.91T
PLFMX vs VSMPX Comparison Chart in %
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VS
PLFMX vs. VSMPX commentary
Aug 28, 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 VSMPX is a Buy.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.91T vs. PLFMX (9.62B). VSMPX pays higher dividends than PLFMX: VSMPX (1.20) vs PLFMX (0.65). PLFMX was incepted earlier than VSMPX: PLFMX (25 years) vs VSMPX (10 years). PLFMX (0.66) is less costly to investors than VSMPX (0.02). PLFMX is a more actively managed with annual turnover of: 2.30 vs. VSMPX (2.00). PLFMX has a lower initial minimum investment than VSMPX: PLFMX (0) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 14.90 vs. PLFMX (13.95). VSMPX return over 5 years is better than : 79.80 vs. PLFMX (50.15).
PLFMXVSMPXPLFMX / VSMPX
Total Expense Ratio0.660.023,300%
Annual Report Gross Expense Ratio0.660.023,300%
Fund Existence25 years10 years-
Gain YTD10.3879.844106%
Front LoadN/AN/A-
Min. Initial Investment0100000000-
Min. Initial Investment IRAN/AN/A-
Net Assets9.62B1.91T1%
Annual Yield % from dividends0.651.2055%
Returns for 1 year13.9514.9094%
Returns for 3 years52.9556.6693%
Returns for 5 years50.1579.8063%
Returns for 10 years145.30210.6169%
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