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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$27.63
Change-$0.19 (-0.68%)
VolumeN/A
Net Assets8.85B
Vanguard Total Stock Mkt Idx I
Price$138.67
Change-$0.89 (-0.64%)
VolumeN/A
Net Assets1.72T
PSPJX vs VTSMX Comparison Chart
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PSPJX vs. VTSMX 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. PSPJX (8.85B). VTSMX pays higher dividends than PSPJX: VTSMX (1.26) vs PSPJX (1.13). PSPJX was incepted earlier than VTSMX: PSPJX (24 years) vs VTSMX (33 years). PSPJX (0.28) 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). VTSMX (9.72) and PSPJX (9.58) have marching annual gain over last year. VTSMX return over 5 years is better than : 91.66 vs. PSPJX (61.97).
| PSPJX | VTSMX | PSPJX / VTSMX | |
| Total Expense Ratio | 0.28 | 0.14 | 200% |
| Annual Report Gross Expense Ratio | 0.28 | 0.14 | 200% |
| Fund Existence | 24 years | 33 years | - |
| Gain YTD | -0.968 | -1.624 | 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 | 1.26 | 90% |
| Returns for 1 year | 9.58 | 9.72 | 99% |
| Returns for 3 years | 42.22 | 45.36 | 93% |
| Returns for 5 years | 61.97 | 91.66 | 68% |
| Returns for 10 years | 114.34 | 170.79 | 67% |
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