Ad is loading...
PLFMX vs VTSAX
PLFMX vs VTSAX Comparison
Open Charts PLFMX vs VTSAX
Principal Large Cap S&P 500 Index R3
Price$29.06
Change-$0.50 (-1.69%)
VolumeN/A
Net Assets9.17B
Vanguard Total Stock Mkt Idx Adm
Price$144.03
Change-$2.73 (-1.86%)
VolumeN/A
Net Assets1.84T
PLFMX vs VTSAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
PLFMX vs. VTSAX commentary
Feb 23, 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 StrongBuy and VTSAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.84T vs. PLFMX (9.17B). VTSAX pays higher dividends than PLFMX: VTSAX (1.35) vs PLFMX (0.78). PLFMX was incepted earlier than VTSAX: PLFMX (24 years) vs VTSAX (24 years). PLFMX is a more actively managed with annual turnover of: 5.90 vs. VTSAX (2.00). PLFMX has a lower initial minimum investment than VTSAX: PLFMX (0) vs VTSAX (3000). VTSAX (17.60) and PLFMX (17.22) have marching annual gain over last year. VTSAX return over 5 years is better than : 74.84 vs. PLFMX (47.22).
| PLFMX | VTSAX | PLFMX / VTSAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 24 years | - |
| Gain YTD | 2.324 | 2.127 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.17B | 1.84T | 0% |
| Annual Yield % from dividends | 0.78 | 1.35 | 58% |
| Returns for 1 year | 17.22 | 17.60 | 98% |
| Returns for 3 years | 34.24 | 36.79 | 93% |
| Returns for 5 years | 47.22 | 74.84 | 63% |
| Returns for 10 years | 115.33 | 180.79 | 64% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers