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PLSAX vs VTSMX
PLSAX vs VTSMX Comparison
Open Charts PLSAX vs VTSMX
Principal Large Cap S&P 500 Index A
Price$32.32
Change+$0.17 (+0.53%)
VolumeN/A
Net Assets10.1B
Vanguard Total Stock Mkt Idx I
Price$159.25
Change+$0.69 (+0.44%)
VolumeN/A
Net Assets2.02T
PLSAX vs VTSMX Comparison Chart in %
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PLSAX 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 PLSAX is a Hold and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.02T vs. PLSAX (10.1B). VTSMX pays higher dividends than PLSAX: VTSMX (1.04) vs PLSAX (0.87). PLSAX was incepted earlier than VTSMX: PLSAX (20 years) vs VTSMX (34 years). PLSAX (0.33) is less costly to investors than VTSMX (0.14). PLSAX is a more actively managed with annual turnover of: 2.30 vs. VTSMX (2.00). PLSAX has a lower initial minimum investment than VTSMX: PLSAX (1000) vs VTSMX (3000). VTSMX (13.79) and PLSAX (13.44) have marching annual gain over last year. VTSMX return over 5 years is better than : 84.86 vs. PLSAX (57.70).
| PLSAX | VTSMX | PLSAX / VTSMX | |
| Total Expense Ratio | 0.33 | 0.14 | 236% |
| Annual Report Gross Expense Ratio | 0.33 | 0.14 | 236% |
| Fund Existence | 20 years | 34 years | - |
| Gain YTD | 14.165 | 13.012 | 109% |
| Front Load | 2% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.1B | 2.02T | 1% |
| Annual Yield % from dividends | 0.87 | 1.04 | 84% |
| Returns for 1 year | 13.44 | 13.79 | 97% |
| Returns for 3 years | 72.76 | 76.02 | 96% |
| Returns for 5 years | 57.70 | 84.86 | 68% |
| Returns for 10 years | 153.88 | 225.10 | 68% |
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