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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$29.24
Change+$0.15 (+0.52%)
VolumeN/A
Net Assets9.19B
Vanguard Total Stock Mkt Idx I
Price$146.10
Change+$0.89 (+0.61%)
VolumeN/A
Net Assets1.78T
PLSAX vs VTSMX Comparison Chart
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PLSAX vs. VTSMX commentary
Jan 31, 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: 1.78T vs. PLSAX (9.2B). VTSMX pays higher dividends than PLSAX: VTSMX (1.26) vs PLSAX (1.02). PLSAX was incepted earlier than VTSMX: PLSAX (20 years) vs VTSMX (33 years). PLSAX is a more actively managed with annual turnover of: 5.90 vs. VTSMX (2.00). PLSAX has a lower initial minimum investment than VTSMX: PLSAX (1000) vs VTSMX (3000). VTSMX (24.48) and PLSAX (24.04) have marching annual gain over last year. VTSMX return over 5 years is better than : 83.05 vs. PLSAX (54.86).
| PLSAX | VTSMX | PLSAX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 33 years | - |
| Gain YTD | 2.755 | 2.986 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.2B | 1.78T | 1% |
| Annual Yield % from dividends | 1.02 | 1.26 | 81% |
| Returns for 1 year | 24.04 | 24.48 | 98% |
| Returns for 3 years | 29.27 | 31.83 | 92% |
| Returns for 5 years | 54.86 | 83.05 | 66% |
| Returns for 10 years | 132.37 | 196.61 | 67% |
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