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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$31.09
Change-$0.15 (-0.48%)
VolumeN/A
Net Assets9.44B
Vanguard Total Stock Mkt Idx I
Price$150.46
Change-$0.66 (-0.44%)
VolumeN/A
Net Assets1.91T
PLFPX vs VTSMX Comparison Chart in %
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PLFPX vs. VTSMX commentary
Aug 07, 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 StrongBuy and VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. PLFPX (9.44B). VTSMX pays higher dividends than PLFPX: VTSMX (1.09) vs PLFPX (0.93). 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 (21.79) and PLFPX (21.38) have marching annual gain over last year. VTSMX return over 5 years is better than : 83.70 vs. PLFPX (56.49).
| 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 | 8.172 | 7.223 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.44B | 1.91T | 0% |
| Annual Yield % from dividends | 0.93 | 1.09 | 85% |
| Returns for 1 year | 21.38 | 21.79 | 98% |
| Returns for 3 years | 47.57 | 49.88 | 95% |
| Returns for 5 years | 56.49 | 83.70 | 67% |
| Returns for 10 years | 137.92 | 199.95 | 69% |
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