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PLFMX vs VTSMX
PLFMX vs VTSMX Comparison
Open Charts PLFMX vs VTSMX
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 I
Price$135.37
Change+$0.98 (+0.73%)
VolumeN/A
Net Assets1.72T
PLFMX vs VTSMX Comparison Chart
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PLFMX vs. VTSMX 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. PLFMX (8.58B). VTSMX pays higher dividends than PLFMX: VTSMX (1.26) vs PLFMX (0.74). PLFMX was incepted earlier than VTSMX: PLFMX (24 years) vs VTSMX (33 years). PLFMX (0.66) is less costly to investors than VTSMX (0.14). PLFMX is a more actively managed with annual turnover of: 2.30 vs. VTSMX (2.00). PLFMX has a lower initial minimum investment than VTSMX: PLFMX (0) vs VTSMX (3000). VTSMX (7.85) and PLFMX (7.63) have marching annual gain over last year. VTSMX return over 5 years is better than : 87.92 vs. PLFMX (56.74).
| PLFMX | VTSMX | PLFMX / VTSMX | |
| Total Expense Ratio | 0.66 | 0.14 | 471% |
| Annual Report Gross Expense Ratio | 0.66 | 0.14 | 471% |
| Fund Existence | 24 years | 33 years | - |
| Gain YTD | -4.085 | -4.660 | 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 | 1.26 | 59% |
| Returns for 1 year | 7.63 | 7.85 | 97% |
| Returns for 3 years | 35.50 | 39.37 | 90% |
| Returns for 5 years | 56.74 | 87.92 | 65% |
| Returns for 10 years | 102.25 | 162.78 | 63% |
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