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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$29.51
Change-$0.39 (-1.30%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$141.25
Change-$1.87 (-1.31%)
VolumeN/A
CapitalizationN/A
PLFPX vs VTSMX Comparison Chart
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PLFPX vs. VTSMX commentary
Nov 18, 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 StrongSell and VTSMX is a StrongSell.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.73T vs. PLFPX (8.93B). 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 : 30.52 vs. PLFPX (28.04). VTSMX return over 5 years is better than : 83.72 vs. PLFPX (55.71).
| 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 | 24.096 | 22.392 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.93B | 1.73T | 1% |
| Annual Yield % from dividends | 0.99 | 1.26 | 79% |
| Returns for 1 year | 28.04 | 30.52 | 92% |
| Returns for 3 years | 8.74 | 19.91 | 44% |
| Returns for 5 years | 55.71 | 83.72 | 67% |
| Returns for 10 years | 127.75 | 186.07 | 69% |