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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$30.83
Change-$0.03 (-0.10%)
VolumeN/A
Net Assets9.52B
Vanguard Total Stock Mkt Idx I
Price$151.90
Change-$0.21 (-0.14%)
VolumeN/A
Net Assets1.91T
PLFMX vs VTSMX Comparison Chart in %
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PLFMX vs. VTSMX commentary
Jul 31, 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: 1.91T vs. PLFMX (9.52B). VTSMX pays higher dividends than PLFMX: VTSMX (1.12) vs PLFMX (0.67). PLFMX was incepted earlier than VTSMX: PLFMX (25 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 (16.47) and PLFMX (16.15) have marching annual gain over last year. VTSMX return over 5 years is better than : 89.54 vs. PLFMX (58.68).
| 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 | 33 years | - |
| Gain YTD | 8.662 | 7.925 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.52B | 1.91T | 0% |
| Annual Yield % from dividends | 0.67 | 1.12 | 60% |
| Returns for 1 year | 16.15 | 16.47 | 98% |
| Returns for 3 years | 48.00 | 51.96 | 92% |
| Returns for 5 years | 58.68 | 89.54 | 66% |
| Returns for 10 years | 128.82 | 197.98 | 65% |
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