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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$31.43
Change-$0.10 (-0.32%)
VolumeN/A
Net Assets9.7B
Vanguard Total Stock Mkt Idx I
Price$155.50
Change-$0.31 (-0.20%)
VolumeN/A
Net Assets1.95T
PLFMX vs VTSMX Comparison Chart in %
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PLFMX vs. VTSMX commentary
Sep 08, 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: 1.95T vs. PLFMX (9.7B). VTSMX pays higher dividends than PLFMX: VTSMX (1.07) vs PLFMX (0.64). 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 : 18.03 vs. PLFMX (16.73). VTSMX return over 5 years is better than : 84.94 vs. PLFMX (54.10).
| 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 | 10.669 | 10.330 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.7B | 1.95T | 0% |
| Annual Yield % from dividends | 0.64 | 1.07 | 60% |
| Returns for 1 year | 16.73 | 18.03 | 93% |
| Returns for 3 years | 59.06 | 63.63 | 93% |
| Returns for 5 years | 54.10 | 84.94 | 64% |
| Returns for 10 years | 148.39 | 224.15 | 66% |
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