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PLFIX vs VTSMX
PLFIX vs VTSMX Comparison
Open Charts PLFIX vs VTSMX
Principal Large Cap S&P 500 Index Inst
Price$32.38
Change+$0.17 (+0.53%)
VolumeN/A
Net Assets10.16B
Vanguard Total Stock Mkt Idx I
Price$159.25
Change+$0.69 (+0.44%)
VolumeN/A
Net Assets2.02T
PLFIX vs VTSMX Comparison Chart in %
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PLFIX vs. VTSMX commentary
Oct 19, 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 VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.02T vs. PLFIX (10.2B). PLFIX (1.05) and VTSMX (1.04) have matching dividends . PLFIX was incepted earlier than VTSMX: PLFIX (25 years) vs VTSMX (34 years). VTSMX (0.14) is less costly to investors than PLFIX (0.11). PLFIX is a more actively managed with annual turnover of: 2.30 vs. VTSMX (2.00). PLFIX has a lower initial minimum investment than VTSMX: PLFIX (0) vs VTSMX (3000). VTSMX (13.79) and PLFIX (13.72) have marching annual gain over last year. VTSMX return over 5 years is better than : 84.86 vs. PLFIX (59.23).
| PLFIX | VTSMX | PLFIX / VTSMX | |
| Total Expense Ratio | 0.11 | 0.14 | 79% |
| Annual Report Gross Expense Ratio | 0.11 | 0.14 | 79% |
| Fund Existence | 25 years | 34 years | - |
| Gain YTD | 14.377 | 13.012 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.2B | 2.02T | 1% |
| Annual Yield % from dividends | 1.05 | 1.04 | 100% |
| Returns for 1 year | 13.72 | 13.79 | 99% |
| Returns for 3 years | 73.56 | 76.02 | 97% |
| Returns for 5 years | 59.23 | 84.86 | 70% |
| Returns for 10 years | 160.16 | 225.10 | 71% |
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