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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$24.07
Change-$0.06 (-0.25%)
VolumeN/A
Net Assets7.76B
Vanguard Total Stock Mkt Idx I
Price$120.56
Change-$0.37 (-0.31%)
VolumeN/A
Net Assets1.7T
PSPJX vs VTSMX Comparison Chart
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PSPJX vs. VTSMX commentary
Apr 08, 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 Hold and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.7T vs. PSPJX (7.76B). 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 annual gain was more profitable for investors over the last year : -3.21 vs. VTSMX (-3.63). VTSMX return over 5 years is better than : 81.59 vs. PSPJX (51.96).
| 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 | -13.728 | -14.472 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.76B | 1.7T | 0% |
| Annual Yield % from dividends | 1.12 | 1.25 | 90% |
| Returns for 1 year | -3.21 | -3.63 | 88% |
| Returns for 3 years | 8.99 | 10.58 | 85% |
| Returns for 5 years | 51.96 | 81.59 | 64% |
| Returns for 10 years | 87.23 | 135.47 | 64% |
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