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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$32.21
Change+$0.19 (+0.59%)
VolumeN/A
Net Assets9.95B
Vanguard Total Stock Mkt Idx I
Price$159.19
Change+$1.00 (+0.63%)
VolumeN/A
Net Assets1.95T
PLSAX vs VTSMX Comparison Chart in %
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PLSAX vs. VTSMX commentary
Sep 29, 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: 1.95T vs. PLSAX (9.95B). VTSMX pays higher dividends than PLSAX: VTSMX (1.07) vs PLSAX (0.90). PLSAX was incepted earlier than VTSMX: PLSAX (20 years) vs VTSMX (33 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 (15.63) and PLSAX (15.01) have marching annual gain over last year. VTSMX return over 5 years is better than : 96.53 vs. PLSAX (66.06).
| 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 | 33 years | - |
| Gain YTD | 13.776 | 12.949 | 106% |
| Front Load | 2% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.95B | 1.95T | 1% |
| Annual Yield % from dividends | 0.90 | 1.07 | 85% |
| Returns for 1 year | 15.01 | 15.63 | 96% |
| Returns for 3 years | 75.67 | 80.25 | 94% |
| Returns for 5 years | 66.06 | 96.53 | 68% |
| Returns for 10 years | 172.86 | 249.92 | 69% |
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