Interact to see
Advertisement
Advertisement
PLFPX vs VTSMX
PLFPX vs VTSMX Comparison
Open Charts PLFPX vs VTSMX
Principal Large Cap S&P 500 Index R5
Price$29.28
Change-$0.15 (-0.51%)
VolumeN/A
Net Assets9.06B
Vanguard Total Stock Mkt Idx I
Price$142.11
Change-$0.65 (-0.46%)
VolumeN/A
Net Assets1.82T
PLFPX vs VTSMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
PLFPX vs. VTSMX commentary
Jun 06, 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 (9.06B). 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 (11.39) and PLFPX (10.90) have marching annual gain over last year. VTSMX return over 5 years is better than : 81.77 vs. PLFPX (54.85).
| 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 | 1.904 | 1.278 | 149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.06B | 1.82T | 0% |
| Annual Yield % from dividends | 1.00 | 1.18 | 84% |
| Returns for 1 year | 10.90 | 11.39 | 96% |
| Returns for 3 years | 40.06 | 42.44 | 94% |
| Returns for 5 years | 54.85 | 81.77 | 67% |
| Returns for 10 years | 124.44 | 181.22 | 69% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| CIMAX | 26.17 | N/A | N/A |
| American Funds Income Fund of Amer 529A | |||
| DPRSX | 12.76 | N/A | N/A |
| Macquarie Global Listed Real Assets Inst | |||
| IYCEX | 17.32 | N/A | N/A |
| Macquarie Core Equity Fund Class R | |||
| LVOTX | 18.94 | N/A | N/A |
| Lord Abbett Value Opportunities R5 | |||
| FIDJX | 13.87 | N/A | N/A |
| Fidelity SAI Sustainable Sector Fund | |||