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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$29.55
Change-$0.90 (-2.96%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$141.24
Change-$4.58 (-3.14%)
VolumeN/A
CapitalizationN/A
PLFPX vs VTSMX Comparison Chart
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PLFPX vs. VTSMX commentary
Dec 19, 2024
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: 1.84T vs. PLFPX (9.22B). 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 : 26.90 vs. PLFPX (25.55). VTSMX return over 5 years is better than : 84.16 vs. PLFPX (59.15).
| 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 | 28.049 | 26.352 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.22B | 1.84T | 1% |
| Annual Yield % from dividends | 0.99 | 1.26 | 79% |
| Returns for 1 year | 25.55 | 26.90 | 95% |
| Returns for 3 years | 14.01 | 27.88 | 50% |
| Returns for 5 years | 59.15 | 84.16 | 70% |
| Returns for 10 years | 132.52 | 192.04 | 69% |