Interact to see
Advertisement
Advertisement
PLSAX vs VTSAX
PLSAX vs VTSAX Comparison
Open Charts PLSAX vs VTSAX
Principal Large Cap S&P 500 Index A
Price$28.04
Change-$0.19 (-0.67%)
VolumeN/A
Net Assets8.85B
Vanguard Total Stock Mkt Idx Adm
Price$138.71
Change-$0.88 (-0.63%)
VolumeN/A
Net Assets1.72T
PLSAX vs VTSAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
PLSAX vs. VTSAX commentary
May 25, 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 PLSAX is a Buy and VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.72T vs. PLSAX (8.85B). VTSAX pays higher dividends than PLSAX: VTSAX (1.36) vs PLSAX (1.05). PLSAX was incepted earlier than VTSAX: PLSAX (20 years) vs VTSAX (25 years). PLSAX (0.33) is less costly to investors than VTSAX (0.04). PLSAX is a more actively managed with annual turnover of: 2.30 vs. VTSAX (2.00). PLSAX has a lower initial minimum investment than VTSAX: PLSAX (1000) vs VTSAX (3000). VTSAX (9.73) and PLSAX (9.57) have marching annual gain over last year. VTSAX return over 5 years is better than : 91.69 vs. PLSAX (62.05).
| PLSAX | VTSAX | PLSAX / VTSAX | |
| Total Expense Ratio | 0.33 | 0.04 | 825% |
| Annual Report Gross Expense Ratio | 0.33 | 0.04 | 825% |
| Fund Existence | 20 years | 25 years | - |
| Gain YTD | -0.954 | -1.614 | 59% |
| Front Load | 2% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.85B | 1.72T | 1% |
| Annual Yield % from dividends | 1.05 | 1.36 | 77% |
| Returns for 1 year | 9.57 | 9.73 | 98% |
| Returns for 3 years | 42.15 | 45.38 | 93% |
| Returns for 5 years | 62.05 | 91.69 | 68% |
| Returns for 10 years | 113.89 | 171.42 | 66% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement