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PLFSX vs VTSMX
PLFSX vs VTSMX Comparison
Open Charts PLFSX vs VTSMX
Principal Large Cap S&P 500 Index R4
Price$29.51
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$144.34
Change+$0.77 (+0.54%)
VolumeN/A
CapitalizationN/A
PLFSX vs VTSMX Comparison Chart
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PLFSX vs. VTSMX commentary
Nov 23, 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 PLFSX is a StrongSell and VTSMX is a StrongSell.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.73T vs. PLFSX (9.05B). VTSMX pays higher dividends than PLFSX: VTSMX (1.26) vs PLFSX (0.92). PLFSX was incepted earlier than VTSMX: PLFSX (24 years) vs VTSMX (33 years). PLFSX is a more actively managed with annual turnover of: 5.90 vs. VTSMX (2.00). PLFSX has a lower initial minimum investment than VTSMX: PLFSX (0) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 31.17 vs. PLFSX (28.21). VTSMX return over 5 years is better than : 87.20 vs. PLFSX (57.12).
| PLFSX | VTSMX | PLFSX / 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 | 25.681 | 24.402 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.05B | 1.73T | 1% |
| Annual Yield % from dividends | 0.92 | 1.26 | 73% |
| Returns for 1 year | 28.21 | 31.17 | 90% |
| Returns for 3 years | 10.09 | 23.11 | 44% |
| Returns for 5 years | 57.12 | 87.20 | 66% |
| Returns for 10 years | 125.46 | 187.97 | 67% |
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