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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$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.
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).
| 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 | 33 years | - |
| Gain YTD | 7.271 | 6.421 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.37B | 1.82T | 1% |
| Annual Yield % from dividends | 0.95 | 1.12 | 85% |
| Returns for 1 year | 12.82 | 13.89 | 92% |
| Returns for 3 years | 58.67 | 62.08 | 95% |
| Returns for 5 years | 66.18 | 95.59 | 69% |
| Returns for 10 years | 137.22 | 198.05 | 69% |
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