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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$29.45
Change+$0.29 (+0.99%)
VolumeN/A
Net Assets9.12B
Vanguard Total Stock Market Idx I
Price$144.22
Change+$1.35 (+0.94%)
VolumeN/A
Net Assets1.78T
PLFPX vs VITSX Comparison Chart
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PLFPX vs. VITSX commentary
Jan 19, 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 Hold and VITSX is a Hold.
FUNDAMENTALS
Fundamentals
VITSX has more cash in the bank: 1.78T vs. PLFPX (9.12B). VITSX pays higher dividends than PLFPX: VITSX (1.36) vs PLFPX (0.99). PLFPX was incepted earlier than VITSX: PLFPX (24 years) vs VITSX (28 years). PLFPX is a more actively managed with annual turnover of: 5.90 vs. VITSX (2.00). PLFPX has a lower initial minimum investment than VITSX: PLFPX (0) vs VITSX (5000000). VITSX (25.26) and PLFPX (24.80) have marching annual gain over last year. VITSX return over 5 years is better than : 76.10 vs. PLFPX (49.61).
| PLFPX | VITSX | PLFPX / VITSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 28 years | - |
| Gain YTD | 1.974 | 2.247 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.12B | 1.78T | 1% |
| Annual Yield % from dividends | 0.99 | 1.36 | 73% |
| Returns for 1 year | 24.80 | 25.26 | 98% |
| Returns for 3 years | 26.75 | 28.96 | 92% |
| Returns for 5 years | 49.61 | 76.10 | 65% |
| Returns for 10 years | 132.41 | 195.59 | 68% |