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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$27.40
Change+$0.16 (+0.59%)
VolumeN/A
Net Assets8.58B
Vanguard Total Stock Mkt Idx Adm
Price$135.40
Change+$0.98 (+0.73%)
VolumeN/A
Net Assets1.72T
PLFMX vs VTSAX Comparison Chart
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PLFMX vs. VTSAX commentary
May 10, 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: 1.72T vs. PLFMX (8.58B). VTSAX pays higher dividends than PLFMX: VTSAX (1.36) vs PLFMX (0.74). PLFMX was incepted earlier than VTSAX: PLFMX (24 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 (7.85) and PLFMX (7.63) have marching annual gain over last year. VTSAX return over 5 years is better than : 87.93 vs. PLFMX (56.74).
| 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 | 24 years | 25 years | - |
| Gain YTD | -4.085 | -4.657 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.58B | 1.72T | 1% |
| Annual Yield % from dividends | 0.74 | 1.36 | 55% |
| Returns for 1 year | 7.63 | 7.85 | 97% |
| Returns for 3 years | 35.50 | 39.39 | 90% |
| Returns for 5 years | 56.74 | 87.93 | 65% |
| Returns for 10 years | 102.25 | 163.37 | 63% |
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