Ad is loading...
PLFMX vs VTSMX
PLFMX vs VTSMX Comparison
Open Charts PLFMX vs VTSMX
Principal Large Cap S&P 500 Index R3
Price$29.34
Change-$0.18 (-0.61%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$143.12
Change-$0.98 (-0.68%)
VolumeN/A
CapitalizationN/A
PLFMX vs VTSMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
PLFMX vs. VTSMX commentary
Nov 15, 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: 1.73T vs. PLFMX (9.09B). 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 annual gain was more profitable for investors over the last year : 33.37 vs. PLFMX (30.46). VTSMX return over 5 years is better than : 87.43 vs. PLFMX (56.30).
| 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 | 26.208 | 24.862 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.09B | 1.73T | 1% |
| Annual Yield % from dividends | 0.78 | 1.26 | 62% |
| Returns for 1 year | 30.46 | 33.37 | 91% |
| Returns for 3 years | 10.34 | 22.80 | 45% |
| Returns for 5 years | 56.30 | 87.43 | 64% |
| Returns for 10 years | 125.89 | 193.39 | 65% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| FLMI | 24.59 | -0.01 | -0.04% |
| Franklin Dynamic Municipal Bond ETF | |||
| QUS | 161.80 | -0.13 | -0.08% |
| SPDR® MSCI USA StrategicFactors ETF | |||
| BSR | 30.28 | -0.05 | -0.17% |
| Beacon Selective Risk ETF | |||
| SZK | 12.33 | -0.03 | -0.23% |
| ProShares UltraShort Consumer Staples | |||
| BMVP | 49.84 | -0.12 | -0.24% |
| Invesco Bloomberg MVP Multi-factor ETF | |||