Interact to see
Advertisement
Advertisement
PLFIX vs VTSMX
PLFIX vs VTSMX Comparison
Open Charts PLFIX vs VTSMX
Principal Large Cap S&P 500 Index Inst
Price$33.32
Change+$0.10 (+0.30%)
VolumeN/A
Net Assets12.33B
Vanguard Total Stock Mkt Idx I
Price$163.76
Change+$0.68 (+0.42%)
VolumeN/A
Net Assets2.05T
PLFIX vs VTSMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PLFIX vs. VTSMX commentary
Dec 05, 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 StrongBuy and VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.05T vs. PLFIX (12.3B). PLFIX (1.02) and VTSMX (1.02) 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). PLFIX annual gain was more profitable for investors over the last year : 12.83 vs. VTSMX (12.11). VTSMX return over 5 years is better than : 76.45 vs. PLFIX (53.95).
| 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 | 17.697 | 16.213 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.3B | 2.05T | 1% |
| Annual Yield % from dividends | 1.02 | 1.02 | 100% |
| Returns for 1 year | 12.83 | 12.11 | 106% |
| Returns for 3 years | 62.79 | 65.43 | 96% |
| Returns for 5 years | 53.95 | 76.45 | 71% |
| Returns for 10 years | 159.11 | 225.03 | 71% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| RSMC | 25.75 | 0.22 | +0.86% |
| Rockefeller U.S. Small-Mid Cap ETF | |||
| BNY | 10.24 | 0.06 | +0.59% |
| BlackRock New York Municipal Income Trust | |||
| BSTP | 36.96 | 0.08 | +0.21% |
| Innovator Buffer Step-Up Strategy ETF | |||
| NNOV | 28.83 | 0.06 | +0.19% |
| Innovator Growth-100 Pwr Buffr ETF - Nov | |||
| FLDR | 50.27 | N/A | N/A |
| Fidelity Low Duration Bond Factor ETF | |||