PLFIX
Price
$32.77
Change
-$0.17 (-0.52%)
Updated
Jan 14 closing price
Net Assets
13.04B
VTSMX
Price
$165.91
Change
-$0.74 (-0.44%)
Updated
Jan 14 closing price
Net Assets
2.06T
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PLFIX vs VTSMX

Header iconPLFIX vs VTSMX Comparison
Open Charts PLFIX vs VTSMXBanner chart's image
Principal Large Cap S&P 500 Index Inst
Price$32.77
Change-$0.17 (-0.52%)
VolumeN/A
Net Assets13.04B
Vanguard Total Stock Mkt Idx I
Price$165.91
Change-$0.74 (-0.44%)
VolumeN/A
Net Assets2.06T
PLFIX vs VTSMX Comparison Chart in %
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PLFIX vs. VTSMX commentary
Jan 15, 2026

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.

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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.06T vs. PLFIX (13B). VTSMX pays higher dividends than PLFIX: VTSMX (1.02) vs PLFIX (0.90). 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 (18.29) and PLFIX (17.53) have marching annual gain over last year. VTSMX return over 5 years is better than : 73.62 vs. PLFIX (58.56).
PLFIXVTSMXPLFIX / VTSMX
Total Expense Ratio0.110.1479%
Annual Report Gross Expense Ratio0.110.1479%
Fund Existence25 years34 years-
Gain YTD1.2361.67974%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets13B2.06T1%
Annual Yield % from dividends0.901.0288%
Returns for 1 year17.5318.2996%
Returns for 3 years69.1670.8998%
Returns for 5 years58.5673.6280%
Returns for 10 years187.64270.3469%
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