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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$32.55
Change+$0.50 (+1.56%)
VolumeN/A
Net Assets11.24B
Vanguard Total Stock Mkt Idx I
Price$159.95
Change+$2.45 (+1.56%)
VolumeN/A
Net Assets2.05T
PLFMX vs VTSMX Comparison Chart in %
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PLFMX vs. VTSMX 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 VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.05T vs. PLFMX (11.2B). VTSMX pays higher dividends than PLFMX: VTSMX (1.02) vs PLFMX (0.61). PLFMX was incepted earlier than VTSMX: PLFMX (25 years) vs VTSMX (34 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). PLFMX (9.61) and VTSMX (9.21) have marching annual gain over last year. VTSMX return over 5 years is better than : 73.33 vs. PLFMX (48.08).
| PLFMX | VTSMX | PLFMX / VTSMX | |
| Total Expense Ratio | 0.66 | 0.14 | 471% |
| Annual Report Gross Expense Ratio | 0.66 | 0.14 | 471% |
| Fund Existence | 25 years | 34 years | - |
| Gain YTD | 12.852 | 11.770 | 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 | 1.02 | 59% |
| Returns for 1 year | 9.61 | 9.21 | 104% |
| Returns for 3 years | 57.12 | 61.12 | 93% |
| Returns for 5 years | 48.08 | 73.33 | 66% |
| Returns for 10 years | 137.80 | 212.07 | 65% |
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