PLFMX
Price
$30.42
Change
+$0.25 (+0.83%)
Updated
Jul 3 closing price
Net Assets
9.37B
VSMPX
Price
$281.45
Change
+$2.40 (+0.86%)
Updated
Jul 3 closing price
Net Assets
1.82T
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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$30.42
Change+$0.25 (+0.83%)
VolumeN/A
Net Assets9.37B
Vanguard Total Stock Mkt Idx Instl Pls
Price$281.45
Change+$2.40 (+0.86%)
VolumeN/A
Net Assets1.82T
PLFMX vs VSMPX Comparison Chart in %
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VS
PLFMX vs. VSMPX commentary
Jul 07, 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.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.82T vs. PLFMX (9.37B). VSMPX pays higher dividends than PLFMX: VSMPX (1.22) vs PLFMX (0.67). 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 : 13.90 vs. PLFMX (12.44). VSMPX return over 5 years is better than : 95.69 vs. PLFMX (63.49).
PLFMXVSMPXPLFMX / VSMPX
Total Expense Ratio0.660.023,300%
Annual Report Gross Expense Ratio0.660.023,300%
Fund Existence25 years10 years-
Gain YTD7.1136.426111%
Front LoadN/AN/A-
Min. Initial Investment0100000000-
Min. Initial Investment IRAN/AN/A-
Net Assets9.37B1.82T1%
Annual Yield % from dividends0.671.2255%
Returns for 1 year12.4413.9089%
Returns for 3 years57.5662.1793%
Returns for 5 years63.4995.6966%
Returns for 10 years129.41189.2168%
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