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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$33.33
Change-$0.56 (-1.65%)
VolumeN/A
Net Assets10.9B
Vanguard Total Stock Mkt Idx Instl Pls
Price$301.31
Change-$5.38 (-1.75%)
VolumeN/A
Net Assets2.05T
PLFPX vs VSMPX Comparison Chart in %
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PLFPX vs. VSMPX commentary
Nov 14, 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 Hold and VSMPX is a Hold.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.05T vs. PLFPX (10.9B). VSMPX pays higher dividends than PLFPX: VSMPX (1.12) vs PLFPX (0.86). PLFPX was incepted earlier than VSMPX: PLFPX (25 years) vs VSMPX (11 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). PLFPX (13.86) and VSMPX (13.44) have marching annual gain over last year. VSMPX return over 5 years is better than : 84.08 vs. PLFPX (58.03).
| 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 | 11 years | - |
| Gain YTD | 17.348 | 15.994 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.9B | 2.05T | 1% |
| Annual Yield % from dividends | 0.86 | 1.12 | 77% |
| Returns for 1 year | 13.86 | 13.44 | 103% |
| Returns for 3 years | 65.52 | 68.30 | 96% |
| Returns for 5 years | 58.03 | 84.08 | 69% |
| Returns for 10 years | 163.59 | 225.48 | 73% |
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