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PSPJX vs VTSMX
PSPJX vs VTSMX Comparison
Open Charts PSPJX vs VTSMX
Principal Large Cap S&P 500 Index J
Price$26.30
Change+$0.02 (+0.08%)
VolumeN/A
Net Assets8.48B
Vanguard Total Stock Mkt Idx I
Price$131.93
Change+$0.15 (+0.11%)
VolumeN/A
Net Assets1.7T
PSPJX vs VTSMX Comparison Chart
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PSPJX vs. VTSMX commentary
Apr 29, 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.7T vs. PSPJX (8.48B). VTSMX pays higher dividends than PSPJX: VTSMX (1.25) vs PSPJX (1.12). PSPJX was incepted earlier than VTSMX: PSPJX (24 years) vs VTSMX (33 years). PSPJX (0.32) is less costly to investors than VTSMX (0.14). PSPJX is a more actively managed with annual turnover of: 2.30 vs. VTSMX (2.00). PSPJX has a lower initial minimum investment than VTSMX: PSPJX (1000) vs VTSMX (3000). PSPJX (7.78) and VTSMX (7.62) have marching annual gain over last year. VTSMX return over 5 years is better than : 83.89 vs. PSPJX (55.10).
| PSPJX | VTSMX | PSPJX / VTSMX | |
| Total Expense Ratio | 0.32 | 0.14 | 229% |
| Annual Report Gross Expense Ratio | 0.32 | 0.14 | 229% |
| Fund Existence | 24 years | 33 years | - |
| Gain YTD | -5.806 | -6.512 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.48B | 1.7T | 0% |
| Annual Yield % from dividends | 1.12 | 1.25 | 90% |
| Returns for 1 year | 7.78 | 7.62 | 102% |
| Returns for 3 years | 29.23 | 31.12 | 94% |
| Returns for 5 years | 55.10 | 83.89 | 66% |
| Returns for 10 years | 103.87 | 157.73 | 66% |