Interact to see
Advertisement
Advertisement
PLFMX vs VSMPX
PLFMX vs VSMPX Comparison
Open Charts PLFMX vs VSMPX
Principal Large Cap S&P 500 Index R3
Price$31.26
Change-$0.08 (-0.26%)
VolumeN/A
Net Assets9.63B
Vanguard Total Stock Mkt Idx Instl Pls
Price$289.01
Change-$0.76 (-0.26%)
VolumeN/A
Net Assets1.91T
PLFMX vs VSMPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PLFMX vs. VSMPX commentary
Aug 18, 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 Buy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.91T vs. PLFMX (9.63B). VSMPX pays higher dividends than PLFMX: VSMPX (1.20) vs PLFMX (0.65). PLFMX was incepted earlier than VSMPX: PLFMX (25 years) vs VSMPX (10 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 : 16.22 vs. PLFMX (15.33). VSMPX return over 5 years is better than : 85.90 vs. PLFMX (55.77).
| PLFMX | VSMPX | PLFMX / VSMPX | |
| Total Expense Ratio | 0.66 | 0.02 | 3,300% |
| Annual Report Gross Expense Ratio | 0.66 | 0.02 | 3,300% |
| Fund Existence | 25 years | 10 years | - |
| Gain YTD | 10.070 | 9.284 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.63B | 1.91T | 1% |
| Annual Yield % from dividends | 0.65 | 1.20 | 55% |
| Returns for 1 year | 15.33 | 16.22 | 94% |
| Returns for 3 years | 43.81 | 46.86 | 93% |
| Returns for 5 years | 55.77 | 85.90 | 65% |
| Returns for 10 years | 132.25 | 193.56 | 68% |
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 % |
| PQDI | 19.44 | 0.02 | +0.08% |
| Principal Spectrum Tax-Adv Dvd Actv ETF | |||
| TSI | 4.91 | N/A | N/A |
| TCW Strategic Income Fund | |||
| QCLR | 31.55 | -0.02 | -0.08% |
| Global X NASDAQ 100® Collar 95-110 ETF | |||
| DFGX | 53.37 | -0.25 | -0.47% |
| Dimensional Global ex US Cor Fxd Inc ETF | |||
| AAPW | 38.80 | -0.31 | -0.79% |
| Roundhill AAPL WeeklyPay ETF | |||