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PLFPX vs VSMPX
PLFPX vs VSMPX Comparison
Open Charts PLFPX vs VSMPX
Principal Large Cap S&P 500 Index R5
Price$29.48
Change-$0.33 (-1.11%)
VolumeN/A
Net Assets9.04B
Vanguard Total Stock Mkt Idx Instl Pls
Price$268.13
Change-$3.17 (-1.17%)
VolumeN/A
Net Assets1.82T
PLFPX vs VSMPX Comparison Chart
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PLFPX vs. VSMPX commentary
Jun 16, 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 PLFPX is a Buy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.82T vs. PLFPX (9.04B). VSMPX pays higher dividends than PLFPX: VSMPX (1.29) vs PLFPX (1.00). PLFPX was incepted earlier than VSMPX: PLFPX (25 years) vs VSMPX (10 years). PLFPX (0.35) is less costly to investors than VSMPX (0.02). PLFPX is a more actively managed with annual turnover of: 2.30 vs. VSMPX (2.00). PLFPX has a lower initial minimum investment than VSMPX: PLFPX (0) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 10.08 vs. PLFPX (9.45). VSMPX return over 5 years is better than : 91.46 vs. PLFPX (62.81).
| PLFPX | VSMPX | PLFPX / VSMPX | |
| Total Expense Ratio | 0.35 | 0.02 | 1,750% |
| Annual Report Gross Expense Ratio | 0.35 | 0.02 | 1,750% |
| Fund Existence | 25 years | 10 years | - |
| Gain YTD | 2.078 | 1.374 | 151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.04B | 1.82T | 0% |
| Annual Yield % from dividends | 1.00 | 1.29 | 77% |
| Returns for 1 year | 9.45 | 10.08 | 94% |
| Returns for 3 years | 54.63 | 57.66 | 95% |
| Returns for 5 years | 62.81 | 91.46 | 69% |
| Returns for 10 years | 122.87 | 170.67 | 72% |
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