Interact to see
Advertisement
Advertisement
PSPJX vs VTSAX
PSPJX vs VTSAX Comparison
Open Charts PSPJX vs VTSAX
Principal Large Cap S&P 500 Index J
Price$27.63
Change-$0.19 (-0.68%)
VolumeN/A
Net Assets8.85B
Vanguard Total Stock Mkt Idx Adm
Price$138.71
Change-$0.88 (-0.63%)
VolumeN/A
Net Assets1.72T
PSPJX vs VTSAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
PSPJX vs. VTSAX 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 PSPJX is a Buy and VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.72T vs. PSPJX (8.85B). VTSAX pays higher dividends than PSPJX: VTSAX (1.36) vs PSPJX (1.13). PSPJX was incepted earlier than VTSAX: PSPJX (24 years) vs VTSAX (25 years). PSPJX (0.28) is less costly to investors than VTSAX (0.04). PSPJX is a more actively managed with annual turnover of: 2.30 vs. VTSAX (2.00). PSPJX has a lower initial minimum investment than VTSAX: PSPJX (1000) vs VTSAX (3000). VTSAX (9.73) and PSPJX (9.58) have marching annual gain over last year. VTSAX return over 5 years is better than : 91.69 vs. PSPJX (61.97).
| PSPJX | VTSAX | PSPJX / VTSAX | |
| Total Expense Ratio | 0.28 | 0.04 | 700% |
| Annual Report Gross Expense Ratio | 0.28 | 0.04 | 700% |
| Fund Existence | 24 years | 25 years | - |
| Gain YTD | -0.968 | -1.614 | 60% |
| Front Load | N/A | 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 | 1.13 | 1.36 | 83% |
| Returns for 1 year | 9.58 | 9.73 | 98% |
| Returns for 3 years | 42.22 | 45.38 | 93% |
| Returns for 5 years | 61.97 | 91.69 | 68% |
| Returns for 10 years | 114.34 | 171.42 | 67% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement