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PLFIX vs VSMPX
PLFIX vs VSMPX Comparison
Open Charts PLFIX vs VSMPX
Principal Large Cap S&P 500 Index Inst
Price$30.41
Change+$0.25 (+0.83%)
VolumeN/A
Net Assets9.37B
Vanguard Total Stock Mkt Idx Instl Pls
Price$281.45
Change+$2.40 (+0.86%)
VolumeN/A
Net Assets1.82T
PLFIX vs VSMPX Comparison Chart in %
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PLFIX vs. VSMPX commentary
Jul 07, 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 PLFIX is a Buy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.82T vs. PLFIX (9.37B). VSMPX pays higher dividends than PLFIX: VSMPX (1.22) vs PLFIX (1.13). PLFIX was incepted earlier than VSMPX: PLFIX (24 years) vs VSMPX (10 years). PLFIX (0.11) is less costly to investors than VSMPX (0.02). PLFIX is a more actively managed with annual turnover of: 2.30 vs. VSMPX (2.00). PLFIX has a lower initial minimum investment than VSMPX: PLFIX (0) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 13.90 vs. PLFIX (13.08). VSMPX return over 5 years is better than : 95.69 vs. PLFIX (67.13).
| PLFIX | VSMPX | PLFIX / VSMPX | |
| Total Expense Ratio | 0.11 | 0.02 | 550% |
| Annual Report Gross Expense Ratio | 0.11 | 0.02 | 550% |
| Fund Existence | 24 years | 10 years | - |
| Gain YTD | 7.418 | 6.426 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.37B | 1.82T | 1% |
| Annual Yield % from dividends | 1.13 | 1.22 | 92% |
| Returns for 1 year | 13.08 | 13.90 | 94% |
| Returns for 3 years | 59.26 | 62.17 | 95% |
| Returns for 5 years | 67.13 | 95.69 | 70% |
| Returns for 10 years | 141.16 | 189.21 | 75% |
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