Ad is loading...
PLFPX vs VTSMX
PLFPX vs VTSMX Comparison
Open Charts PLFPX vs VTSMX
Principal Large Cap S&P 500 Index R5
Price$28.78
Change+$0.91 (+3.27%)
VolumeN/A
Net Assets8.63B
Vanguard Total Stock Mkt Idx I
Price$139.76
Change+$4.47 (+3.30%)
VolumeN/A
Net Assets1.72T
PLFPX vs VTSMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
PLFPX vs. VTSMX commentary
May 13, 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: 1.72T vs. PLFPX (8.63B). VTSMX pays higher dividends than PLFPX: VTSMX (1.26) vs PLFPX (1.06). PLFPX was incepted earlier than VTSMX: PLFPX (24 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 (7.83) and PLFPX (7.79) have marching annual gain over last year. VTSMX return over 5 years is better than : 97.29 vs. PLFPX (66.31).
| PLFPX | VTSMX | PLFPX / VTSMX | |
| Total Expense Ratio | 0.35 | 0.14 | 250% |
| Annual Report Gross Expense Ratio | 0.35 | 0.14 | 250% |
| Fund Existence | 24 years | 33 years | - |
| Gain YTD | -3.497 | -4.022 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.63B | 1.72T | 1% |
| Annual Yield % from dividends | 1.06 | 1.26 | 84% |
| Returns for 1 year | 7.79 | 7.83 | 100% |
| Returns for 3 years | 35.93 | 38.73 | 93% |
| Returns for 5 years | 66.31 | 97.29 | 68% |
| Returns for 10 years | 108.33 | 162.27 | 67% |
View a ticker or compare two or three
VS
VS
Ad is loading...