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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$26.39
Change+$2.29 (+9.50%)
VolumeN/A
Net Assets8.32B
Vanguard Total Stock Mkt Idx I
Price$125.25
Change-$4.60 (-3.54%)
VolumeN/A
Net Assets1.7T
PLFMX vs VTSMX Comparison Chart
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PLFMX vs. VTSMX commentary
Apr 11, 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: 1.7T vs. PLFMX (8.32B). VTSMX pays higher dividends than PLFMX: VTSMX (1.25) vs PLFMX (0.74). PLFMX was incepted earlier than VTSMX: PLFMX (24 years) vs VTSMX (33 years). PLFMX (0.67) 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). PLFMX (-5.18) and VTSMX (-5.43) have marching annual gain over last year. VTSMX return over 5 years is better than : 75.41 vs. PLFMX (45.73).
| PLFMX | VTSMX | PLFMX / VTSMX | |
| Total Expense Ratio | 0.67 | 0.14 | 479% |
| Annual Report Gross Expense Ratio | 0.67 | 0.14 | 479% |
| Fund Existence | 24 years | 33 years | - |
| Gain YTD | -15.141 | -15.905 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.32B | 1.7T | 0% |
| Annual Yield % from dividends | 0.74 | 1.25 | 59% |
| Returns for 1 year | -5.18 | -5.43 | 96% |
| Returns for 3 years | 6.67 | 8.73 | 76% |
| Returns for 5 years | 45.73 | 75.41 | 61% |
| Returns for 10 years | 79.42 | 131.53 | 60% |
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