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PLFPX vs VTSMX
PLFPX vs VTSMX Comparison
Open Charts PLFPX vs VTSMX
Principal Large Cap S&P 500 Index R5
Price$32.96
Change+$0.18 (+0.55%)
VolumeN/A
Net Assets10.16B
Vanguard Total Stock Mkt Idx I
Price$159.25
Change+$0.69 (+0.44%)
VolumeN/A
Net Assets2.02T
PLFPX vs VTSMX Comparison Chart in %
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PLFPX vs. VTSMX commentary
Oct 19, 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 VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.02T vs. PLFPX (10.2B). VTSMX pays higher dividends than PLFPX: VTSMX (1.04) vs PLFPX (0.88). PLFPX was incepted earlier than VTSMX: PLFPX (25 years) vs VTSMX (34 years). PLFPX (0.35) is less costly to investors than VTSMX (0.14). PLFPX is a more actively managed with annual turnover of: 2.30 vs. VTSMX (2.00). PLFPX has a lower initial minimum investment than VTSMX: PLFPX (0) vs VTSMX (3000). VTSMX (13.79) and PLFPX (13.45) have marching annual gain over last year. VTSMX return over 5 years is better than : 84.86 vs. PLFPX (58.28).
| PLFPX | VTSMX | PLFPX / VTSMX | |
| Total Expense Ratio | 0.35 | 0.14 | 250% |
| Annual Report Gross Expense Ratio | 0.35 | 0.14 | 250% |
| Fund Existence | 25 years | 34 years | - |
| Gain YTD | 14.127 | 13.012 | 109% |
| 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 | 0.88 | 1.04 | 84% |
| Returns for 1 year | 13.45 | 13.79 | 98% |
| Returns for 3 years | 72.97 | 76.02 | 96% |
| Returns for 5 years | 58.28 | 84.86 | 69% |
| Returns for 10 years | 155.83 | 225.10 | 69% |
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