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PLFMX vs VTSAX
PLFMX vs VTSAX Comparison
Open Charts PLFMX vs VTSAX
Principal Large Cap S&P 500 Index R3
Price$32.22
Change+$0.18 (+0.56%)
VolumeN/A
Net Assets9.95B
Vanguard Total Stock Mkt Idx Adm
Price$159.25
Change+$1.00 (+0.63%)
VolumeN/A
Net Assets1.95T
PLFMX vs VTSAX Comparison Chart in %
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PLFMX vs. VTSAX commentary
Sep 29, 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 VTSAX is a Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.95T vs. PLFMX (9.95B). VTSAX pays higher dividends than PLFMX: VTSAX (1.16) vs PLFMX (0.64). PLFMX was incepted earlier than VTSAX: PLFMX (25 years) vs VTSAX (25 years). PLFMX (0.66) is less costly to investors than VTSAX (0.04). PLFMX is a more actively managed with annual turnover of: 2.30 vs. VTSAX (2.00). PLFMX has a lower initial minimum investment than VTSAX: PLFMX (0) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 15.64 vs. PLFMX (14.59). VTSAX return over 5 years is better than : 96.61 vs. PLFMX (64.04).
| PLFMX | VTSAX | PLFMX / VTSAX | |
| Total Expense Ratio | 0.66 | 0.04 | 1,650% |
| Annual Report Gross Expense Ratio | 0.66 | 0.04 | 1,650% |
| Fund Existence | 25 years | 25 years | - |
| Gain YTD | 13.451 | 12.971 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.95B | 1.95T | 1% |
| Annual Yield % from dividends | 0.64 | 1.16 | 55% |
| Returns for 1 year | 14.59 | 15.64 | 93% |
| Returns for 3 years | 74.63 | 80.33 | 93% |
| Returns for 5 years | 64.04 | 96.61 | 66% |
| Returns for 10 years | 165.87 | 250.82 | 66% |
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