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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$28.04
Change-$0.19 (-0.67%)
VolumeN/A
Net Assets8.85B
Vanguard Total Stock Mkt Idx I
Price$138.67
Change-$0.89 (-0.64%)
VolumeN/A
Net Assets1.72T
PLSAX vs VTSMX Comparison Chart
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PLSAX vs. VTSMX 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. PLSAX (8.85B). VTSMX pays higher dividends than PLSAX: VTSMX (1.26) vs PLSAX (1.05). PLSAX was incepted earlier than VTSMX: PLSAX (20 years) vs VTSMX (33 years). PLSAX (0.33) 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). VTSMX (9.72) and PLSAX (9.57) have marching annual gain over last year. VTSMX return over 5 years is better than : 91.66 vs. PLSAX (62.05).
| PLSAX | VTSMX | PLSAX / VTSMX | |
| Total Expense Ratio | 0.33 | 0.14 | 236% |
| Annual Report Gross Expense Ratio | 0.33 | 0.14 | 236% |
| Fund Existence | 20 years | 33 years | - |
| Gain YTD | -0.954 | -1.624 | 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 | 1.26 | 83% |
| Returns for 1 year | 9.57 | 9.72 | 98% |
| Returns for 3 years | 42.15 | 45.36 | 93% |
| Returns for 5 years | 62.05 | 91.66 | 68% |
| Returns for 10 years | 113.89 | 170.79 | 67% |
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