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PLFMX vs VTSAX
PLFMX vs VTSAX Comparison
Open Charts PLFMX vs VTSAX
Principal Large Cap S&P 500 Index R3
Price$32.55
Change+$0.50 (+1.56%)
VolumeN/A
Net Assets11.24B
Vanguard Total Stock Mkt Idx Adm
Price$160.00
Change+$2.45 (+1.56%)
VolumeN/A
Net Assets2.05T
PLFMX vs VTSAX Comparison Chart in %
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PLFMX vs. VTSAX commentary
Nov 25, 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: 2.05T vs. PLFMX (11.2B). VTSAX pays higher dividends than PLFMX: VTSAX (1.11) vs PLFMX (0.61). 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). PLFMX (9.61) and VTSAX (9.22) have marching annual gain over last year. VTSAX return over 5 years is better than : 73.36 vs. PLFMX (48.08).
| 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 | 12.852 | 11.788 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.2B | 2.05T | 1% |
| Annual Yield % from dividends | 0.61 | 1.11 | 55% |
| Returns for 1 year | 9.61 | 9.22 | 104% |
| Returns for 3 years | 57.12 | 61.15 | 93% |
| Returns for 5 years | 48.08 | 73.36 | 66% |
| Returns for 10 years | 137.80 | 212.75 | 65% |
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