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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$33.44
Change+$0.11 (+0.33%)
VolumeN/A
Net Assets13.08B
Vanguard Total Stock Mkt Idx I
Price$165.40
Change+$0.51 (+0.31%)
VolumeN/A
Net Assets2.06T
PLFPX vs VTSMX Comparison Chart in %
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PLFPX vs. VTSMX commentary
Dec 26, 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: 2.06T vs. PLFPX (13.1B). VTSMX pays higher dividends than PLFPX: VTSMX (1.02) vs PLFPX (0.86). 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 annual gain was more profitable for investors over the last year : 14.42 vs. PLFPX (12.78). VTSMX return over 5 years is better than : 76.81 vs. PLFPX (59.39).
| 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 | 15.789 | 17.377 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.1B | 2.06T | 1% |
| Annual Yield % from dividends | 0.86 | 1.02 | 84% |
| Returns for 1 year | 12.78 | 14.42 | 89% |
| Returns for 3 years | 73.79 | 78.00 | 95% |
| Returns for 5 years | 59.39 | 76.81 | 77% |
| Returns for 10 years | 156.88 | 234.96 | 67% |
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