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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$29.55
Change-$0.90 (-2.96%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Adm
Price$141.29
Change-$4.58 (-3.14%)
VolumeN/A
CapitalizationN/A
PLFPX vs VTSAX Comparison Chart
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PLFPX vs. VTSAX commentary
Dec 19, 2024
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 StrongBuy and VTSAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.84T vs. PLFPX (9.22B). VTSAX pays higher dividends than PLFPX: VTSAX (1.35) vs PLFPX (0.99). PLFPX was incepted earlier than VTSAX: PLFPX (24 years) vs VTSAX (24 years). PLFPX is a more actively managed with annual turnover of: 5.90 vs. VTSAX (2.00). PLFPX has a lower initial minimum investment than VTSAX: PLFPX (0) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 26.91 vs. PLFPX (25.55). VTSAX return over 5 years is better than : 84.17 vs. PLFPX (59.15).
| PLFPX | VTSAX | PLFPX / VTSAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 24 years | - |
| Gain YTD | 28.049 | 26.390 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.22B | 1.84T | 1% |
| Annual Yield % from dividends | 0.99 | 1.35 | 73% |
| Returns for 1 year | 25.55 | 26.91 | 95% |
| Returns for 3 years | 14.01 | 27.89 | 50% |
| Returns for 5 years | 59.15 | 84.17 | 70% |
| Returns for 10 years | 132.52 | 192.77 | 69% |
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