PLFMX
Price
$32.86
Change
+$0.10 (+0.31%)
Updated
Dec 24 closing price
Net Assets
13.12B
VSMPX
Price
$310.36
Change
+$0.96 (+0.31%)
Updated
Dec 24 closing price
Net Assets
2.06T
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PLFMX vs VSMPX

Header iconPLFMX vs VSMPX Comparison
Open Charts PLFMX vs VSMPXBanner chart's image
Principal Large Cap S&P 500 Index R3
Price$32.86
Change+$0.10 (+0.31%)
VolumeN/A
Net Assets13.12B
Vanguard Total Stock Mkt Idx Instl Pls
Price$310.36
Change+$0.96 (+0.31%)
VolumeN/A
Net Assets2.06T
PLFMX vs VSMPX Comparison Chart in %
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VS
PLFMX vs. VSMPX commentary
Dec 26, 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 PLFMX is a Hold and VSMPX is a Hold.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.06T vs. PLFMX (13.1B). VSMPX pays higher dividends than PLFMX: VSMPX (1.12) vs PLFMX (0.61). PLFMX was incepted earlier than VSMPX: PLFMX (25 years) vs VSMPX (11 years). PLFMX (0.66) is less costly to investors than VSMPX (0.02). PLFMX is a more actively managed with annual turnover of: 2.30 vs. VSMPX (2.00). PLFMX has a lower initial minimum investment than VSMPX: PLFMX (0) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 14.43 vs. PLFMX (12.69). VSMPX return over 5 years is better than : 76.89 vs. PLFMX (57.35).
PLFMXVSMPXPLFMX / VSMPX
Total Expense Ratio0.660.023,300%
Annual Report Gross Expense Ratio0.660.023,300%
Fund Existence25 years11 years-
Gain YTD15.70417.38290%
Front LoadN/AN/A-
Min. Initial Investment0100000000-
Min. Initial Investment IRAN/AN/A-
Net Assets13.1B2.06T1%
Annual Yield % from dividends0.611.1254%
Returns for 1 year12.6914.4388%
Returns for 3 years72.4078.1093%
Returns for 5 years57.3576.8975%
Returns for 10 years148.94225.0966%
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