PLFPX
Price
$30.98
Change
+$0.26 (+0.85%)
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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PLFPX vs VTSMX

Header iconPLFPX vs VTSMX Comparison
Open Charts PLFPX vs VTSMXBanner chart's image
Principal Large Cap S&P 500 Index R5
Price$30.98
Change+$0.26 (+0.85%)
VolumeN/A
Net Assets9.37B
Vanguard Total Stock Mkt Idx I
Price$149.99
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
PLFPX vs VTSMX Comparison Chart in %
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PLFPX 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 PLFPX is a Buy and VTSMX is a Buy.

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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. PLFPX (9.37B). VTSMX pays higher dividends than PLFPX: VTSMX (1.12) vs PLFPX (0.95). PLFPX was incepted earlier than VTSMX: PLFPX (25 years) vs VTSMX (33 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 annual gain was more profitable for investors over the last year : 13.89 vs. PLFPX (12.82). VTSMX return over 5 years is better than : 95.59 vs. PLFPX (66.18).
PLFPXVTSMXPLFPX / VTSMX
Total Expense Ratio0.350.14250%
Annual Report Gross Expense Ratio0.350.14250%
Fund Existence25 years33 years-
Gain YTD7.2716.421113%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets9.37B1.82T1%
Annual Yield % from dividends0.951.1285%
Returns for 1 year12.8213.8992%
Returns for 3 years58.6762.0895%
Returns for 5 years66.1895.5969%
Returns for 10 years137.22198.0569%
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