Interact to see
Advertisement
Advertisement
PLFMX vs VTSAX
PLFMX vs VTSAX Comparison
Open Charts PLFMX vs VTSAX
Principal Large Cap S&P 500 Index R3
Price$32.05
Change-$0.04 (-0.12%)
VolumeN/A
Net Assets9.91B
Vanguard Total Stock Mkt Idx Adm
Price$158.29
Change-$0.12 (-0.08%)
VolumeN/A
Net Assets1.95T
PLFMX vs VTSAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PLFMX vs. VTSAX 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 VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.95T vs. PLFMX (9.91B). VTSAX pays higher dividends than PLFMX: VTSAX (1.16) vs PLFMX (0.64). PLFMX was incepted earlier than VTSAX: PLFMX (25 years) vs VTSAX (25 years). PLFMX (0.66) is less costly to investors than VTSAX (0.04). PLFMX is a more actively managed with annual turnover of: 2.30 vs. VTSAX (2.00). PLFMX has a lower initial minimum investment than VTSAX: PLFMX (0) vs VTSAX (3000). VTSAX (17.19) and PLFMX (16.39) have marching annual gain over last year. VTSAX return over 5 years is better than : 93.19 vs. PLFMX (60.53).
| PLFMX | VTSAX | PLFMX / VTSAX | |
| Total Expense Ratio | 0.66 | 0.04 | 1,650% |
| Annual Report Gross Expense Ratio | 0.66 | 0.04 | 1,650% |
| Fund Existence | 25 years | 25 years | - |
| Gain YTD | 12.993 | 12.375 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.91B | 1.95T | 1% |
| Annual Yield % from dividends | 0.64 | 1.16 | 55% |
| Returns for 1 year | 16.39 | 17.19 | 95% |
| Returns for 3 years | 63.79 | 67.67 | 94% |
| Returns for 5 years | 60.53 | 93.19 | 65% |
| Returns for 10 years | 154.89 | 232.21 | 67% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement