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PLFPX vs VSMPX
PLFPX vs VSMPX Comparison
Open Charts PLFPX vs VSMPX
Principal Large Cap S&P 500 Index R5
Price$32.11
Change+$0.10 (+0.31%)
VolumeN/A
Net Assets9.62B
Vanguard Total Stock Mkt Idx Instl Pls
Price$292.34
Change+$1.05 (+0.36%)
VolumeN/A
Net Assets1.91T
PLFPX vs VSMPX Comparison Chart in %
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PLFPX vs. VSMPX commentary
Aug 29, 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 VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.91T vs. PLFPX (9.62B). VSMPX pays higher dividends than PLFPX: VSMPX (1.20) vs PLFPX (0.93). PLFPX was incepted earlier than VSMPX: PLFPX (25 years) vs VSMPX (10 years). PLFPX (0.35) is less costly to investors than VSMPX (0.02). PLFPX is a more actively managed with annual turnover of: 2.30 vs. VSMPX (2.00). PLFPX has a lower initial minimum investment than VSMPX: PLFPX (0) vs VSMPX (100000000). VSMPX (15.93) and PLFPX (15.24) have marching annual gain over last year. VSMPX return over 5 years is better than : 80.29 vs. PLFPX (52.88).
| PLFPX | VSMPX | PLFPX / VSMPX | |
| Total Expense Ratio | 0.35 | 0.02 | 1,750% |
| Annual Report Gross Expense Ratio | 0.35 | 0.02 | 1,750% |
| Fund Existence | 25 years | 10 years | - |
| Gain YTD | 10.838 | 10.147 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.62B | 1.91T | 1% |
| Annual Yield % from dividends | 0.93 | 1.20 | 78% |
| Returns for 1 year | 15.24 | 15.93 | 96% |
| Returns for 3 years | 55.30 | 58.20 | 95% |
| Returns for 5 years | 52.88 | 80.29 | 66% |
| Returns for 10 years | 156.36 | 213.94 | 73% |
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