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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$32.33
Change+$0.17 (+0.53%)
VolumeN/A
Net Assets10.16B
Vanguard Total Stock Mkt Idx I
Price$159.25
Change+$0.69 (+0.44%)
VolumeN/A
Net Assets2.02T
PLFMX vs VTSMX Comparison Chart in %
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PLFMX vs. VTSMX commentary
Oct 21, 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: 2.02T vs. PLFMX (10.2B). VTSMX pays higher dividends than PLFMX: VTSMX (1.04) vs PLFMX (0.62). 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 : 13.79 vs. PLFMX (13.06). VTSMX return over 5 years is better than : 84.86 vs. PLFMX (55.78).
| 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 | 13.838 | 13.012 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.2B | 2.02T | 1% |
| Annual Yield % from dividends | 0.62 | 1.04 | 60% |
| Returns for 1 year | 13.06 | 13.79 | 95% |
| Returns for 3 years | 71.74 | 76.02 | 94% |
| Returns for 5 years | 55.78 | 84.86 | 66% |
| Returns for 10 years | 147.36 | 225.10 | 65% |
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