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PLFIX vs VTSAX
PLFIX vs VTSAX Comparison
Open Charts PLFIX vs VTSAX
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 Adm
Price$150.01
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
PLFIX vs VTSAX Comparison Chart in %
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PLFIX vs. VTSAX 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 VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.82T vs. PLFIX (9.37B). VTSAX pays higher dividends than PLFIX: VTSAX (1.21) vs PLFIX (1.13). PLFIX was incepted earlier than VTSAX: PLFIX (24 years) vs VTSAX (25 years). PLFIX (0.11) is less costly to investors than VTSAX (0.04). PLFIX is a more actively managed with annual turnover of: 2.30 vs. VTSAX (2.00). PLFIX has a lower initial minimum investment than VTSAX: PLFIX (0) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 13.89 vs. PLFIX (13.08). VTSAX return over 5 years is better than : 95.62 vs. PLFIX (67.13).
| PLFIX | VTSAX | PLFIX / VTSAX | |
| Total Expense Ratio | 0.11 | 0.04 | 275% |
| Annual Report Gross Expense Ratio | 0.11 | 0.04 | 275% |
| Fund Existence | 24 years | 25 years | - |
| Gain YTD | 7.418 | 6.416 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.37B | 1.82T | 1% |
| Annual Yield % from dividends | 1.13 | 1.21 | 93% |
| Returns for 1 year | 13.08 | 13.89 | 94% |
| Returns for 3 years | 59.26 | 62.12 | 95% |
| Returns for 5 years | 67.13 | 95.62 | 70% |
| Returns for 10 years | 141.16 | 198.69 | 71% |
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