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PLFPX vs VITSX
PLFPX vs VITSX Comparison
Open Charts PLFPX vs VITSX
Principal Large Cap S&P 500 Index R5
Price$27.62
Change-$0.76 (-2.68%)
VolumeN/A
Net Assets8.79B
Vanguard Total Stock Market Idx I
Price$134.17
Change-$3.82 (-2.77%)
VolumeN/A
Net Assets1.81T
PLFPX vs VITSX Comparison Chart
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PLFPX vs. VITSX commentary
Mar 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 PLFPX is a Buy and VITSX is a Buy.
FUNDAMENTALS
Fundamentals
VITSX has more cash in the bank: 1.81T vs. PLFPX (8.8B). VITSX pays higher dividends than PLFPX: VITSX (1.25) vs PLFPX (0.99). PLFPX was incepted earlier than VITSX: PLFPX (24 years) vs VITSX (28 years). PLFPX (0.36) is less costly to investors than VITSX (0.03). PLFPX is a more actively managed with annual turnover of: 2.30 vs. VITSX (2.00). PLFPX has a lower initial minimum investment than VITSX: PLFPX (0) vs VITSX (5000000). PLFPX (11.30) and VITSX (10.84) have marching annual gain over last year. VITSX return over 5 years is better than : 88.82 vs. PLFPX (61.08).
| PLFPX | VITSX | PLFPX / VITSX | |
| Total Expense Ratio | 0.36 | 0.03 | 1,200% |
| Annual Report Gross Expense Ratio | 0.36 | 0.03 | 1,200% |
| Fund Existence | 24 years | 28 years | - |
| Gain YTD | -1.731 | -2.169 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.8B | 1.81T | 0% |
| Annual Yield % from dividends | 0.99 | 1.25 | 79% |
| Returns for 1 year | 11.30 | 10.84 | 104% |
| Returns for 3 years | 33.81 | 35.25 | 96% |
| Returns for 5 years | 61.08 | 88.82 | 69% |
| Returns for 10 years | 121.04 | 177.51 | 68% |
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