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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$32.75
Change-$0.55 (-1.65%)
VolumeN/A
Net Assets10.9B
Vanguard Total Stock Mkt Idx Instl Pls
Price$301.31
Change-$5.38 (-1.75%)
VolumeN/A
Net Assets2.05T
PLFIX vs VSMPX Comparison Chart in %
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PLFIX vs. VSMPX commentary
Nov 14, 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 Hold and VSMPX is a Hold.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.05T vs. PLFIX (10.9B). VSMPX pays higher dividends than PLFIX: VSMPX (1.12) vs PLFIX (1.02). PLFIX was incepted earlier than VSMPX: PLFIX (25 years) vs VSMPX (11 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). PLFIX annual gain was more profitable for investors over the last year : 12.18 vs. VSMPX (11.53). VSMPX return over 5 years is better than : 80.85 vs. PLFIX (56.31).
| PLFIX | VSMPX | PLFIX / VSMPX | |
| Total Expense Ratio | 0.11 | 0.02 | 550% |
| Annual Report Gross Expense Ratio | 0.11 | 0.02 | 550% |
| Fund Existence | 25 years | 11 years | - |
| Gain YTD | 15.684 | 13.959 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.9B | 2.05T | 1% |
| Annual Yield % from dividends | 1.02 | 1.12 | 91% |
| Returns for 1 year | 12.18 | 11.53 | 106% |
| Returns for 3 years | 64.87 | 66.94 | 97% |
| Returns for 5 years | 56.31 | 80.85 | 70% |
| Returns for 10 years | 159.72 | 215.35 | 74% |
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