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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$31.20
Change+$0.35 (+1.13%)
VolumeN/A
Net Assets9.51B
Vanguard Total Stock Mkt Idx I
Price$153.86
Change+$1.92 (+1.26%)
VolumeN/A
Net Assets1.91T
PLSAX vs VTSMX Comparison Chart in %
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PLSAX vs. VTSMX commentary
Aug 13, 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: 1.91T vs. PLSAX (9.51B). VTSMX pays higher dividends than PLSAX: VTSMX (1.09) vs PLSAX (0.92). 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 (18.96) and PLSAX (18.58) have marching annual gain over last year. VTSMX return over 5 years is better than : 83.27 vs. PLSAX (55.75).
| 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 | 8.972 | 7.805 | 115% |
| Front Load | 2% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.51B | 1.91T | 0% |
| Annual Yield % from dividends | 0.92 | 1.09 | 84% |
| Returns for 1 year | 18.58 | 18.96 | 98% |
| Returns for 3 years | 43.64 | 45.64 | 96% |
| Returns for 5 years | 55.75 | 83.27 | 67% |
| Returns for 10 years | 135.96 | 199.40 | 68% |
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