PLFMX
Price
$30.42
Change
+$0.25 (+0.83%)
Updated
Jul 3 closing price
Net Assets
9.37B
VTSAX
Price
$150.01
Change
+$1.28 (+0.86%)
Updated
Jul 3 closing price
Net Assets
1.82T
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PLFMX vs VTSAX

Header iconPLFMX vs VTSAX Comparison
Open Charts PLFMX vs VTSAXBanner 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 Adm
Price$150.01
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
PLFMX vs VTSAX Comparison Chart in %
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PLFMX vs. VTSAX 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 VTSAX is a Buy.

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FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.82T vs. PLFMX (9.37B). 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 annual gain was more profitable for investors over the last year : 13.89 vs. PLFMX (12.44). VTSAX return over 5 years is better than : 95.62 vs. PLFMX (63.49).
PLFMXVTSAXPLFMX / VTSAX
Total Expense Ratio0.660.041,650%
Annual Report Gross Expense Ratio0.660.041,650%
Fund Existence25 years25 years-
Gain YTD7.1136.416111%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets9.37B1.82T1%
Annual Yield % from dividends0.671.2155%
Returns for 1 year12.4413.8990%
Returns for 3 years57.5662.1293%
Returns for 5 years63.4995.6266%
Returns for 10 years129.41198.6965%
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