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PGRTX vs VEXPX
PGRTX vs VEXPX Comparison
Open Charts PGRTX vs VEXPX
Principal SmallCap Growth I Instl
Price$15.91
Change+$0.10 (+0.63%)
VolumeN/A
Net Assets2.13B
PGRTX vs VEXPX Comparison Chart in %
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PGRTX vs. VEXPX commentary
Sep 09, 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 Buy.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 20.5B vs. PGRTX (2.13B). PGRTX pays higher dividends than VEXPX: PGRTX (0.45) vs VEXPX (0.39). 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 : 5.10 vs. VEXPX (2.63). VEXPX return over 5 years is better than : 12.14 vs. PGRTX (5.45).
| 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 | 6.465 | 5.159 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.13B | 20.5B | 10% |
| Annual Yield % from dividends | 0.45 | 0.39 | 117% |
| Returns for 1 year | 5.10 | 2.63 | 194% |
| Returns for 3 years | 28.67 | 22.05 | 130% |
| Returns for 5 years | 5.45 | 12.14 | 45% |
| Returns for 10 years | 28.78 | 31.21 | 92% |
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