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PGRTX vs VEXPX
PGRTX vs VEXPX Comparison
Open Charts PGRTX vs VEXPX
Principal SmallCap Growth I Instl
Price$14.37
Change-$0.25 (-1.71%)
VolumeN/A
Net Assets1.99B
PGRTX vs VEXPX Comparison Chart
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PGRTX vs. VEXPX commentary
Jun 16, 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 PGRTX is a Hold and VEXPX is a Hold.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 19.4B vs. PGRTX (1.99B). PGRTX pays higher dividends than VEXPX: PGRTX (0.50) vs VEXPX (0.42). PGRTX was incepted earlier than VEXPX: PGRTX (25 years) vs VEXPX (58 years). PGRTX (1.01) is less costly to investors than VEXPX (0.44). PGRTX is a more actively managed with annual turnover of: 61.20 vs. VEXPX (35.00). PGRTX has a lower initial minimum investment than VEXPX: PGRTX (0) vs VEXPX (3000). PGRTX annual gain was more profitable for investors over the last year : -1.61 vs. VEXPX (-4.59). VEXPX return over 5 years is better than : 12.47 vs. PGRTX (7.87).
| PGRTX | VEXPX | PGRTX / VEXPX | |
| Total Expense Ratio | 0.99 | 0.44 | 225% |
| Annual Report Gross Expense Ratio | 1.01 | 0.44 | 230% |
| Fund Existence | 25 years | 58 years | - |
| Gain YTD | -3.232 | -4.593 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.99B | 19.4B | 10% |
| Annual Yield % from dividends | 0.50 | 0.42 | 118% |
| Returns for 1 year | -1.61 | -4.59 | 35% |
| Returns for 3 years | 23.98 | 16.76 | 143% |
| Returns for 5 years | 7.87 | 12.47 | 63% |
| Returns for 10 years | 9.34 | 8.96 | 104% |
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