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PLFPX vs VTSAX
PLFPX vs VTSAX Comparison
Open Charts PLFPX vs VTSAX
Principal Large Cap S&P 500 Index R5
Price$29.28
Change-$0.15 (-0.51%)
VolumeN/A
Net Assets9.06B
Vanguard Total Stock Mkt Idx Adm
Price$142.15
Change-$0.65 (-0.46%)
VolumeN/A
Net Assets1.82T
PLFPX vs VTSAX Comparison Chart
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PLFPX vs. VTSAX commentary
Jun 06, 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 VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.82T vs. PLFPX (9.06B). VTSAX pays higher dividends than PLFPX: VTSAX (1.28) vs PLFPX (1.00). PLFPX was incepted earlier than VTSAX: PLFPX (25 years) vs VTSAX (25 years). PLFPX (0.35) is less costly to investors than VTSAX (0.04). PLFPX is a more actively managed with annual turnover of: 2.30 vs. VTSAX (2.00). PLFPX has a lower initial minimum investment than VTSAX: PLFPX (0) vs VTSAX (3000). VTSAX (11.40) and PLFPX (10.90) have marching annual gain over last year. VTSAX return over 5 years is better than : 81.77 vs. PLFPX (54.85).
| PLFPX | VTSAX | PLFPX / VTSAX | |
| Total Expense Ratio | 0.35 | 0.04 | 875% |
| Annual Report Gross Expense Ratio | 0.35 | 0.04 | 875% |
| Fund Existence | 25 years | 25 years | - |
| Gain YTD | 1.904 | 1.287 | 148% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.06B | 1.82T | 0% |
| Annual Yield % from dividends | 1.00 | 1.28 | 78% |
| Returns for 1 year | 10.90 | 11.40 | 96% |
| Returns for 3 years | 40.06 | 42.45 | 94% |
| Returns for 5 years | 54.85 | 81.77 | 67% |
| Returns for 10 years | 124.44 | 181.81 | 68% |
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