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$32.69
Change-$0.55 (-1.65%)
VolumeN/A
Net Assets10.9B
Vanguard Total Stock Mkt Idx Instl Pls
Price$301.31
Change-$5.38 (-1.75%)
VolumeN/A
Net Assets2.05T
PLFMX vs VSMPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PLFMX vs. VSMPX commentary
Nov 14, 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.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.05T vs. PLFMX (10.9B). 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). PLFMX (13.45) and VSMPX (13.44) have marching annual gain over last year. VSMPX return over 5 years is better than : 84.08 vs. PLFMX (55.52).
| 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 | 11 years | - |
| Gain YTD | 17.042 | 15.994 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.9B | 2.05T | 1% |
| Annual Yield % from dividends | 0.61 | 1.12 | 54% |
| Returns for 1 year | 13.45 | 13.44 | 100% |
| Returns for 3 years | 64.46 | 68.30 | 94% |
| Returns for 5 years | 55.52 | 84.08 | 66% |
| Returns for 10 years | 155.03 | 225.48 | 69% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement