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PLSAX vs VTSMX
PLSAX vs VTSMX Comparison
Open Charts PLSAX vs VTSMX
Principal Large Cap S&P 500 Index A
Price$26.48
Change+$0.53 (+2.04%)
VolumeN/A
Net Assets8.25B
Vanguard Total Stock Mkt Idx I
Price$130.91
Change+$2.67 (+2.08%)
VolumeN/A
Net Assets1.7T
PLSAX vs VTSMX Comparison Chart
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PLSAX vs. VTSMX commentary
Apr 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.7T vs. PLSAX (8.25B). VTSMX pays higher dividends than PLSAX: VTSMX (1.25) vs PLSAX (1.04). PLSAX was incepted earlier than VTSMX: PLSAX (20 years) vs VTSMX (33 years). PLSAX (0.38) is less costly to investors than VTSMX (0.14). PLSAX is a more actively managed with annual turnover of: 2.30 vs. VTSMX (2.00). PLSAX has a lower initial minimum investment than VTSMX: PLSAX (1000) vs VTSMX (3000). PLSAX (5.44) and VTSMX (5.27) have marching annual gain over last year. VTSMX return over 5 years is better than : 86.77 vs. PLSAX (56.54).
| PLSAX | VTSMX | PLSAX / VTSMX | |
| Total Expense Ratio | 0.38 | 0.14 | 271% |
| Annual Report Gross Expense Ratio | 0.38 | 0.14 | 271% |
| Fund Existence | 20 years | 33 years | - |
| Gain YTD | -8.336 | -9.023 | 92% |
| Front Load | 2% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.25B | 1.7T | 0% |
| Annual Yield % from dividends | 1.04 | 1.25 | 83% |
| Returns for 1 year | 5.44 | 5.27 | 103% |
| Returns for 3 years | 20.88 | 22.56 | 93% |
| Returns for 5 years | 56.54 | 86.77 | 65% |
| Returns for 10 years | 97.81 | 150.14 | 65% |
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