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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$30.96
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets9.55B
Vanguard Total Stock Mkt Idx I
Price$152.61
Change-$0.01 (-0.01%)
VolumeN/A
Net Assets1.91T
PLFMX vs VTSMX Comparison Chart in %
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PLFMX vs. VTSMX commentary
Jul 29, 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: 1.91T vs. PLFMX (9.55B). 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 (17.75) and PLFMX (17.28) have marching annual gain over last year. VTSMX return over 5 years is better than : 93.51 vs. PLFMX (61.88).
| 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 | 8.979 | 8.287 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.55B | 1.91T | 0% |
| Annual Yield % from dividends | 0.67 | 1.12 | 60% |
| Returns for 1 year | 17.28 | 17.75 | 97% |
| Returns for 3 years | 56.40 | 60.60 | 93% |
| Returns for 5 years | 61.88 | 93.51 | 66% |
| Returns for 10 years | 130.57 | 200.97 | 65% |
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