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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$31.46
Change-$0.09 (-0.29%)
VolumeN/A
Net Assets9.7B
Vanguard Total Stock Mkt Idx I
Price$155.50
Change-$0.31 (-0.20%)
VolumeN/A
Net Assets1.95T
PLFIX vs VTSMX Comparison Chart in %
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PLFIX vs. VTSMX commentary
Sep 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 PLFIX is a Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.95T vs. PLFIX (9.7B). PLFIX (1.08) and VTSMX (1.07) have matching dividends . PLFIX was incepted earlier than VTSMX: PLFIX (25 years) vs VTSMX (33 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 (18.03) and PLFIX (17.42) have marching annual gain over last year. VTSMX return over 5 years is better than : 84.94 vs. PLFIX (57.49).
| 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 | 33 years | - |
| Gain YTD | 11.127 | 10.330 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.7B | 1.95T | 0% |
| Annual Yield % from dividends | 1.08 | 1.07 | 101% |
| Returns for 1 year | 17.42 | 18.03 | 97% |
| Returns for 3 years | 60.82 | 63.63 | 96% |
| Returns for 5 years | 57.49 | 84.94 | 68% |
| Returns for 10 years | 161.08 | 224.15 | 72% |
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