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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$33.07
Change+$0.22 (+0.67%)
VolumeN/A
Net Assets11.51B
Vanguard Total Stock Mkt Idx I
Price$162.75
Change+$1.12 (+0.69%)
VolumeN/A
Net Assets2.05T
PLSAX vs VTSMX Comparison Chart in %
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PLSAX vs. VTSMX commentary
Nov 27, 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 StrongBuy and VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.05T vs. PLSAX (11.5B). VTSMX pays higher dividends than PLSAX: VTSMX (1.02) vs PLSAX (0.85). PLSAX was incepted earlier than VTSMX: PLSAX (20 years) vs VTSMX (34 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). PLSAX annual gain was more profitable for investors over the last year : 11.73 vs. VTSMX (11.11). VTSMX return over 5 years is better than : 77.21 vs. PLSAX (53.21).
| 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 | 34 years | - |
| Gain YTD | 16.037 | 14.701 | 109% |
| Front Load | 2% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.5B | 2.05T | 1% |
| Annual Yield % from dividends | 0.85 | 1.02 | 84% |
| Returns for 1 year | 11.73 | 11.11 | 106% |
| Returns for 3 years | 61.96 | 65.34 | 95% |
| Returns for 5 years | 53.21 | 77.21 | 69% |
| Returns for 10 years | 150.08 | 220.25 | 68% |
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