PLFMX
Price
$30.42
Change
+$0.25 (+0.83%)
Updated
Jul 3 closing price
Net Assets
9.37B
VTSMX
Price
$149.99
Change
+$1.28 (+0.86%)
Updated
Jul 3 closing price
Net Assets
1.82T
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PLFMX vs VTSMX

Header iconPLFMX vs VTSMX Comparison
Open Charts PLFMX vs VTSMXBanner chart's image
Principal Large Cap S&P 500 Index R3
Price$30.42
Change+$0.25 (+0.83%)
VolumeN/A
Net Assets9.37B
Vanguard Total Stock Mkt Idx I
Price$149.99
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
PLFMX vs VTSMX Comparison Chart in %
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PLFMX vs. VTSMX commentary
Jul 07, 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.

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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. PLFMX (9.37B). 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 annual gain was more profitable for investors over the last year : 13.89 vs. PLFMX (12.44). VTSMX return over 5 years is better than : 95.59 vs. PLFMX (63.49).
PLFMXVTSMXPLFMX / VTSMX
Total Expense Ratio0.660.14471%
Annual Report Gross Expense Ratio0.660.14471%
Fund Existence25 years33 years-
Gain YTD7.1136.421111%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets9.37B1.82T1%
Annual Yield % from dividends0.671.1260%
Returns for 1 year12.4413.8990%
Returns for 3 years57.5662.0893%
Returns for 5 years63.4995.5966%
Returns for 10 years129.41198.0565%
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