Ad is loading...
PLFPX vs VTSAX
PLFPX vs VTSAX Comparison
Open Charts PLFPX vs VTSAX
Principal Large Cap S&P 500 Index R5
Price$29.82
Change+$0.16 (+0.54%)
VolumeN/A
Net Assets9.19B
Vanguard Total Stock Mkt Idx Adm
Price$146.13
Change+$0.88 (+0.61%)
VolumeN/A
Net Assets1.78T
PLFPX vs VTSAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
PLFPX vs. VTSAX commentary
Jan 31, 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 StrongBuy and VTSAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.78T vs. PLFPX (9.2B). 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 (24.49) and PLFPX (23.97) have marching annual gain over last year. VTSAX return over 5 years is better than : 83.08 vs. PLFPX (55.43).
| 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 | 2.701 | 2.992 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.2B | 1.78T | 1% |
| Annual Yield % from dividends | 0.99 | 1.35 | 73% |
| Returns for 1 year | 23.97 | 24.49 | 98% |
| Returns for 3 years | 29.40 | 31.85 | 92% |
| Returns for 5 years | 55.43 | 83.08 | 67% |
| Returns for 10 years | 134.23 | 197.28 | 68% |
View a ticker or compare two or three
VS
VS
Ad is loading...