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$28.76
Change-$0.15 (-0.52%)
VolumeN/A
Net Assets9.06B
Vanguard Total Stock Mkt Idx Adm
Price$142.15
Change-$0.65 (-0.46%)
VolumeN/A
Net Assets1.82T
PLFMX vs VTSAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
PLFMX vs. VTSAX commentary
Jun 06, 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: 1.82T vs. PLFMX (9.06B). VTSAX pays higher dividends than PLFMX: VTSAX (1.28) vs PLFMX (0.70). 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 annual gain was more profitable for investors over the last year : 11.40 vs. PLFMX (10.55). VTSAX return over 5 years is better than : 81.77 vs. PLFMX (52.44).
| 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 | 1.796 | 1.287 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.06B | 1.82T | 0% |
| Annual Yield % from dividends | 0.70 | 1.28 | 55% |
| Returns for 1 year | 10.55 | 11.40 | 93% |
| Returns for 3 years | 39.11 | 42.45 | 92% |
| Returns for 5 years | 52.44 | 81.77 | 64% |
| Returns for 10 years | 117.13 | 181.81 | 64% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement