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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$32.76
Change+$0.19 (+0.58%)
VolumeN/A
Net Assets10.04B
Vanguard Total Stock Mkt Idx I
Price$161.46
Change+$1.02 (+0.64%)
VolumeN/A
Net Assets2.02T
PLFMX vs VTSMX Comparison Chart in %
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PLFMX vs. VTSMX commentary
Oct 09, 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: 2.02T vs. PLFMX (10B). VTSMX pays higher dividends than PLFMX: VTSMX (1.04) vs PLFMX (0.62). 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 annual gain was more profitable for investors over the last year : 16.77 vs. PLFMX (15.71). VTSMX return over 5 years is better than : 86.59 vs. PLFMX (57.23).
| 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 | 14.683 | 13.857 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10B | 2.02T | 0% |
| Annual Yield % from dividends | 0.62 | 1.04 | 60% |
| Returns for 1 year | 15.71 | 16.77 | 94% |
| Returns for 3 years | 76.81 | 81.21 | 95% |
| Returns for 5 years | 57.23 | 86.59 | 66% |
| Returns for 10 years | 151.29 | 229.54 | 66% |
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