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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$27.18
Change+$0.10 (+0.37%)
VolumeN/A
Net Assets8.59B
Vanguard Total Stock Mkt Idx I
Price$134.26
Change+$0.53 (+0.40%)
VolumeN/A
Net Assets1.81T
PLSAX vs VTSMX Comparison Chart
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PLSAX vs. VTSMX commentary
Apr 03, 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: 1.81T vs. PLSAX (8.59B). 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 annual gain was more profitable for investors over the last year : 6.48 vs. VTSMX (6.05). VTSMX return over 5 years is better than : 119.80 vs. PLSAX (83.44).
| 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 | -4.345 | -5.128 | 85% |
| Front Load | 2% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.59B | 1.81T | 0% |
| Annual Yield % from dividends | 1.04 | 1.25 | 83% |
| Returns for 1 year | 6.48 | 6.05 | 107% |
| Returns for 3 years | 19.25 | 20.52 | 94% |
| Returns for 5 years | 83.44 | 119.80 | 70% |
| Returns for 10 years | 110.68 | 165.35 | 67% |