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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$28.95
Change-$0.32 (-1.09%)
VolumeN/A
Net Assets9.04B
Vanguard Total Stock Mkt Idx I
Price$142.86
Change-$1.69 (-1.17%)
VolumeN/A
Net Assets1.82T
PLFMX vs VTSMX Comparison Chart
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PLFMX vs. VTSMX commentary
Jun 16, 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 (9.04B). VTSMX pays higher dividends than PLFMX: VTSMX (1.18) vs PLFMX (0.70). 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 : 10.06 vs. PLFMX (9.08). VTSMX return over 5 years is better than : 91.36 vs. PLFMX (60.25).
| 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 | 1.937 | 1.349 | 144% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.04B | 1.82T | 0% |
| Annual Yield % from dividends | 0.70 | 1.18 | 59% |
| Returns for 1 year | 9.08 | 10.06 | 90% |
| Returns for 3 years | 53.63 | 57.59 | 93% |
| Returns for 5 years | 60.25 | 91.36 | 66% |
| Returns for 10 years | 115.53 | 178.92 | 65% |
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