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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$31.43
Change-$0.10 (-0.32%)
VolumeN/A
Net Assets9.7B
Vanguard Total Stock Mkt Idx Adm
Price$155.55
Change-$0.31 (-0.20%)
VolumeN/A
Net Assets1.95T
PLFMX vs VTSAX Comparison Chart in %
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PLFMX vs. VTSAX commentary
Sep 08, 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: 1.95T vs. PLFMX (9.7B). 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 : 18.04 vs. PLFMX (16.73). VTSAX return over 5 years is better than : 84.96 vs. PLFMX (54.10).
| 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 | 10.669 | 10.346 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.7B | 1.95T | 0% |
| Annual Yield % from dividends | 0.64 | 1.16 | 55% |
| Returns for 1 year | 16.73 | 18.04 | 93% |
| Returns for 3 years | 59.06 | 63.66 | 93% |
| Returns for 5 years | 54.10 | 84.96 | 64% |
| Returns for 10 years | 148.39 | 224.91 | 66% |
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