Interact to see
Advertisement
Advertisement
PLFMX vs VTSMX
PLFMX vs VTSMX Comparison
Open Charts PLFMX vs VTSMX
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 I
Price$149.99
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
PLFMX vs VTSMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PLFMX vs. VTSMX 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. PLFMX (9.37B). VTSMX pays higher dividends than PLFMX: VTSMX (1.12) vs PLFMX (0.67). PLFMX was incepted earlier than VTSMX: PLFMX (25 years) vs VTSMX (33 years). PLFMX (0.66) is less costly to investors than VTSMX (0.14). PLFMX is a more actively managed with annual turnover of: 2.30 vs. VTSMX (2.00). PLFMX has a lower initial minimum investment than VTSMX: PLFMX (0) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 13.89 vs. PLFMX (12.44). VTSMX return over 5 years is better than : 95.59 vs. PLFMX (63.49).
| PLFMX | VTSMX | PLFMX / VTSMX | |
| Total Expense Ratio | 0.66 | 0.14 | 471% |
| Annual Report Gross Expense Ratio | 0.66 | 0.14 | 471% |
| Fund Existence | 25 years | 33 years | - |
| Gain YTD | 7.113 | 6.421 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.37B | 1.82T | 1% |
| Annual Yield % from dividends | 0.67 | 1.12 | 60% |
| Returns for 1 year | 12.44 | 13.89 | 90% |
| Returns for 3 years | 57.56 | 62.08 | 93% |
| Returns for 5 years | 63.49 | 95.59 | 66% |
| Returns for 10 years | 129.41 | 198.05 | 65% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers