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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$29.06
Change-$0.50 (-1.69%)
VolumeN/A
Net Assets9.17B
Vanguard Total Stock Mkt Idx I
Price$143.99
Change-$2.73 (-1.86%)
VolumeN/A
Net Assets1.84T
PLFMX vs VTSMX Comparison Chart
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PLFMX vs. VTSMX commentary
Feb 23, 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: 1.84T vs. PLFMX (9.17B). VTSMX pays higher dividends than PLFMX: VTSMX (1.26) vs PLFMX (0.78). PLFMX was incepted earlier than VTSMX: PLFMX (24 years) vs VTSMX (33 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 (17.60) and PLFMX (17.22) have marching annual gain over last year. VTSMX return over 5 years is better than : 74.84 vs. PLFMX (47.22).
| PLFMX | VTSMX | PLFMX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 33 years | - |
| Gain YTD | 2.324 | 2.121 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.17B | 1.84T | 0% |
| Annual Yield % from dividends | 0.78 | 1.26 | 62% |
| Returns for 1 year | 17.22 | 17.60 | 98% |
| Returns for 3 years | 34.24 | 36.78 | 93% |
| Returns for 5 years | 47.22 | 74.84 | 63% |
| Returns for 10 years | 115.33 | 180.15 | 64% |
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