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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$32.69
Change-$0.55 (-1.65%)
VolumeN/A
Net Assets10.9B
Vanguard Total Stock Mkt Idx I
Price$160.55
Change-$2.87 (-1.76%)
VolumeN/A
Net Assets2.05T
PLFMX vs VTSMX Comparison Chart in %
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PLFMX vs. VTSMX commentary
Nov 14, 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 Hold and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.05T vs. PLFMX (10.9B). VTSMX pays higher dividends than PLFMX: VTSMX (1.02) vs PLFMX (0.61). 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: 2.30 vs. VTSMX (2.00). PLFMX has a lower initial minimum investment than VTSMX: PLFMX (0) vs VTSMX (3000). PLFMX (13.45) and VTSMX (13.42) have marching annual gain over last year. VTSMX return over 5 years is better than : 83.98 vs. PLFMX (55.52).
| 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 | 17.042 | 15.972 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.9B | 2.05T | 1% |
| Annual Yield % from dividends | 0.61 | 1.02 | 59% |
| Returns for 1 year | 13.45 | 13.42 | 100% |
| Returns for 3 years | 64.46 | 68.22 | 94% |
| Returns for 5 years | 55.52 | 83.98 | 66% |
| Returns for 10 years | 155.03 | 235.40 | 66% |
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