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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$25.94
Change-$0.92 (-3.43%)
VolumeN/A
Net Assets8.32B
Vanguard Total Stock Mkt Idx I
Price$125.25
Change-$4.60 (-3.54%)
VolumeN/A
Net Assets1.7T
PLFPX vs VTSMX Comparison Chart
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PLFPX vs. VTSMX commentary
Apr 11, 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 Hold and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.7T vs. PLFPX (8.32B). VTSMX pays higher dividends than PLFPX: VTSMX (1.25) vs PLFPX (1.05). PLFPX was incepted earlier than VTSMX: PLFPX (24 years) vs VTSMX (33 years). PLFPX (0.36) 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). PLFPX annual gain was more profitable for investors over the last year : 5.17 vs. VTSMX (4.72). VTSMX return over 5 years is better than : 92.15 vs. PLFPX (62.13).
| PLFPX | VTSMX | PLFPX / VTSMX | |
| Total Expense Ratio | 0.36 | 0.14 | 257% |
| Annual Report Gross Expense Ratio | 0.36 | 0.14 | 257% |
| Fund Existence | 24 years | 33 years | - |
| Gain YTD | -6.994 | -7.881 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.32B | 1.7T | 0% |
| Annual Yield % from dividends | 1.05 | 1.25 | 84% |
| Returns for 1 year | 5.17 | 4.72 | 110% |
| Returns for 3 years | 19.58 | 20.95 | 93% |
| Returns for 5 years | 62.13 | 92.15 | 67% |
| Returns for 10 years | 104.01 | 154.63 | 67% |
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