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PLFMX vs VTSMX
PLFMX vs VTSMX Comparison
Open Charts PLFMX vs VTSMX
Principal Large Cap S&P 500 Index R3
Price$32.81
Change+$0.14 (+0.43%)
VolumeN/A
Net Assets12.89B
Vanguard Total Stock Mkt Idx I
Price$165.41
Change+$4.46 (+2.77%)
VolumeN/A
Net Assets2.06T
PLFMX vs VTSMX Comparison Chart in %
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PLFMX vs. VTSMX commentary
Feb 04, 2026
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: 2.06T vs. PLFMX (12.9B). VTSMX pays higher dividends than PLFMX: VTSMX (1.00) vs PLFMX (0.37). PLFMX was incepted earlier than VTSMX: PLFMX (25 years) vs VTSMX (34 years). PLFMX (0.66) is less costly to investors than VTSMX (0.14). PLFMX is a more actively managed with annual turnover of: 4.20 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 : 14.79 vs. PLFMX (13.77). VTSMX return over 5 years is better than : 68.19 vs. PLFMX (50.79).
| 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 | 34 years | - |
| Gain YTD | 1.078 | 1.373 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.9B | 2.06T | 1% |
| Annual Yield % from dividends | 0.37 | 1.00 | 37% |
| Returns for 1 year | 13.77 | 14.79 | 93% |
| Returns for 3 years | 60.53 | 63.99 | 95% |
| Returns for 5 years | 50.79 | 68.19 | 74% |
| Returns for 10 years | 173.26 | 270.18 | 64% |
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