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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$29.45
Change+$0.29 (+0.99%)
VolumeN/A
Net Assets9.12B
Vanguard Total Stock Mkt Idx I
Price$144.16
Change+$1.34 (+0.94%)
VolumeN/A
Net Assets1.78T
PLFPX vs VTSMX Comparison Chart
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PLFPX vs. VTSMX commentary
Jan 19, 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: 1.78T vs. PLFPX (9.12B). VTSMX pays higher dividends than PLFPX: VTSMX (1.26) vs PLFPX (0.99). PLFPX was incepted earlier than VTSMX: PLFPX (24 years) vs VTSMX (33 years). PLFPX is a more actively managed with annual turnover of: 5.90 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 : 25.24 vs. PLFPX (23.57). VTSMX return over 5 years is better than : 76.07 vs. PLFPX (48.13).
| PLFPX | VTSMX | PLFPX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 33 years | - |
| Gain YTD | 0.970 | 2.241 | 43% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.12B | 1.78T | 1% |
| Annual Yield % from dividends | 0.99 | 1.26 | 79% |
| Returns for 1 year | 23.57 | 25.24 | 93% |
| Returns for 3 years | 25.50 | 28.94 | 88% |
| Returns for 5 years | 48.13 | 76.07 | 63% |
| Returns for 10 years | 130.12 | 194.99 | 67% |
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