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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$32.86
Change+$0.10 (+0.31%)
VolumeN/A
Net Assets13.12B
Vanguard Total Stock Mkt Idx I
Price$165.40
Change+$0.51 (+0.31%)
VolumeN/A
Net Assets2.06T
PLFMX vs VTSMX Comparison Chart in %
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PLFMX vs. VTSMX commentary
Dec 27, 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: 2.06T vs. PLFMX (13.1B). 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). VTSMX annual gain was more profitable for investors over the last year : 14.42 vs. PLFMX (12.69). VTSMX return over 5 years is better than : 76.81 vs. PLFMX (57.35).
| 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 | 15.704 | 17.377 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.1B | 2.06T | 1% |
| Annual Yield % from dividends | 0.61 | 1.02 | 60% |
| Returns for 1 year | 12.69 | 14.42 | 88% |
| Returns for 3 years | 72.40 | 78.00 | 93% |
| Returns for 5 years | 57.35 | 76.81 | 75% |
| Returns for 10 years | 148.94 | 234.96 | 63% |
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