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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$32.26
Change+$0.19 (+0.59%)
VolumeN/A
Net Assets9.95B
Vanguard Total Stock Mkt Idx I
Price$159.19
Change+$1.00 (+0.63%)
VolumeN/A
Net Assets1.95T
PLFIX vs VTSMX Comparison Chart in %
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PLFIX vs. VTSMX commentary
Sep 29, 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: 1.95T vs. PLFIX (9.95B). 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 (15.63) and PLFIX (15.26) have marching annual gain over last year. VTSMX return over 5 years is better than : 96.53 vs. PLFIX (67.70).
| 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 | 13.953 | 12.949 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.95B | 1.95T | 1% |
| Annual Yield % from dividends | 1.08 | 1.07 | 101% |
| Returns for 1 year | 15.26 | 15.63 | 98% |
| Returns for 3 years | 76.52 | 80.25 | 95% |
| Returns for 5 years | 67.70 | 96.53 | 70% |
| Returns for 10 years | 179.51 | 249.92 | 72% |
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