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PLFPX vs VTSMX
PLFPX vs VTSMX Comparison
Open Charts PLFPX vs VTSMX
Principal Large Cap S&P 500 Index R5
Price$30.29
Change+$0.24 (+0.80%)
VolumeN/A
Net Assets9.11B
Vanguard Total Stock Mkt Idx I
Price$146.91
Change+$1.27 (+0.87%)
VolumeN/A
Net Assets1.82T
PLFPX vs VTSMX Comparison Chart in %
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PLFPX vs. VTSMX commentary
Jun 27, 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. PLFPX (9.11B). VTSMX pays higher dividends than PLFPX: VTSMX (1.18) vs PLFPX (1.00). PLFPX was incepted earlier than VTSMX: PLFPX (25 years) vs VTSMX (33 years). PLFPX (0.35) is less costly to investors than VTSMX (0.14). PLFPX is a more actively managed with annual turnover of: 2.30 vs. VTSMX (2.00). PLFPX has a lower initial minimum investment than VTSMX: PLFPX (0) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 11.43 vs. PLFPX (10.63). VTSMX return over 5 years is better than : 97.67 vs. PLFPX (67.73).
| PLFPX | VTSMX | PLFPX / VTSMX | |
| Total Expense Ratio | 0.35 | 0.14 | 250% |
| Annual Report Gross Expense Ratio | 0.35 | 0.14 | 250% |
| Fund Existence | 25 years | 33 years | - |
| Gain YTD | 4.051 | 3.321 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.11B | 1.82T | 0% |
| Annual Yield % from dividends | 1.00 | 1.18 | 84% |
| Returns for 1 year | 10.63 | 11.43 | 93% |
| Returns for 3 years | 50.95 | 54.19 | 94% |
| Returns for 5 years | 67.73 | 97.67 | 69% |
| Returns for 10 years | 131.34 | 190.87 | 69% |
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