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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$30.96
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets9.55B
Vanguard Total Stock Mkt Idx Adm
Price$152.64
Change-$0.01 (-0.01%)
VolumeN/A
Net Assets1.91T
PLFMX vs VTSAX Comparison Chart in %
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PLFMX vs. VTSAX commentary
Jul 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 Buy and VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.91T vs. PLFMX (9.55B). VTSAX pays higher dividends than PLFMX: VTSAX (1.21) vs PLFMX (0.67). 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 (17.75) and PLFMX (17.28) have marching annual gain over last year. VTSAX return over 5 years is better than : 93.55 vs. PLFMX (61.88).
| 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 | 8.979 | 8.289 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.55B | 1.91T | 0% |
| Annual Yield % from dividends | 0.67 | 1.21 | 55% |
| Returns for 1 year | 17.28 | 17.75 | 97% |
| Returns for 3 years | 56.40 | 60.63 | 93% |
| Returns for 5 years | 61.88 | 93.55 | 66% |
| Returns for 10 years | 130.57 | 201.64 | 65% |
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