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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$28.58
Change-$0.87 (-2.95%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$141.24
Change-$4.58 (-3.14%)
VolumeN/A
CapitalizationN/A
PSPJX vs VTSMX Comparison Chart
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PSPJX vs. VTSMX commentary
Dec 19, 2024
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 StrongBuy and VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.84T vs. PSPJX (9.22B). VTSMX pays higher dividends than PSPJX: VTSMX (1.26) vs PSPJX (1.10). PSPJX was incepted earlier than VTSMX: PSPJX (24 years) vs VTSMX (33 years). PSPJX is a more actively managed with annual turnover of: 5.90 vs. VTSMX (2.00). PSPJX has a lower initial minimum investment than VTSMX: PSPJX (1000) vs VTSMX (3000). PSPJX annual gain was more profitable for investors over the last year : 24.79 vs. VTSMX (22.04). VTSMX return over 5 years is better than : 77.48 vs. PSPJX (57.73).
| PSPJX | VTSMX | PSPJX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 33 years | - |
| Gain YTD | 28.211 | 22.383 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.22B | 1.84T | 1% |
| Annual Yield % from dividends | 1.10 | 1.26 | 87% |
| Returns for 1 year | 24.79 | 22.04 | 112% |
| Returns for 3 years | 13.61 | 23.86 | 57% |
| Returns for 5 years | 57.73 | 77.48 | 75% |
| Returns for 10 years | 131.16 | 182.87 | 72% |
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