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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$28.11
Change-$0.05 (-0.18%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$136.92
Change-$0.33 (-0.24%)
VolumeN/A
CapitalizationN/A
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PLFMX vs VTSMX Comparison Chart
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PLFMX vs. VTSMX commentary
Sep 21, 2024
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 (8.68B). VTSMX pays higher dividends than PLFMX: VTSMX (1.26) vs PLFMX (0.78). PLFMX was incepted earlier than VTSMX: PLFMX (24 years) vs VTSMX (32 years). PLFMX is a more actively managed with annual turnover of: 5.90 vs. VTSMX (2.00). PLFMX has a lower initial minimum investment than VTSMX: PLFMX (0) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 31.53 vs. PLFMX (29.15). VTSMX return over 5 years is better than : 85.64 vs. PLFMX (55.48).
| PLFMX | VTSMX | PLFMX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 32 years | - |
| Gain YTD | 20.180 | 18.617 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.68B | 1.72T | 1% |
| Annual Yield % from dividends | 0.78 | 1.26 | 62% |
| Returns for 1 year | 29.15 | 31.53 | 92% |
| Returns for 3 years | 13.07 | 25.35 | 52% |
| Returns for 5 years | 55.48 | 85.64 | 65% |
| Returns for 10 years | 121.67 | 187.59 | 65% |