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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$33.39
Change+$0.19 (+0.57%)
VolumeN/A
Net Assets10.04B
Vanguard Total Stock Mkt Idx I
Price$161.46
Change+$1.02 (+0.64%)
VolumeN/A
Net Assets2.02T
PLFPX vs VTSMX Comparison Chart in %
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PLFPX vs. VTSMX commentary
Oct 09, 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: 2.02T vs. PLFPX (10B). VTSMX pays higher dividends than PLFPX: VTSMX (1.04) vs PLFPX (0.88). 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 (16.77) and PLFPX (16.10) have marching annual gain over last year. VTSMX return over 5 years is better than : 86.59 vs. PLFPX (59.73).
| 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 | 14.958 | 13.857 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10B | 2.02T | 0% |
| Annual Yield % from dividends | 0.88 | 1.04 | 84% |
| Returns for 1 year | 16.10 | 16.77 | 96% |
| Returns for 3 years | 78.07 | 81.21 | 96% |
| Returns for 5 years | 59.73 | 86.59 | 69% |
| Returns for 10 years | 159.83 | 229.54 | 70% |
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