Interact to see
Advertisement
Advertisement
PGRTX vs VEXPX
PGRTX vs VEXPX Comparison
Open Charts PGRTX vs VEXPX
Principal SmallCap Growth I Instl
Price$15.28
Change+$0.09 (+0.59%)
VolumeN/A
Net Assets2.08B
PGRTX vs VEXPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PGRTX vs. VEXPX commentary
Jul 28, 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: 20.1B vs. PGRTX (2.08B). PGRTX pays higher dividends than VEXPX: PGRTX (0.47) vs VEXPX (0.40). 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 : 0.25 vs. VEXPX (-1.35). VEXPX return over 5 years is better than : 11.12 vs. PGRTX (5.34).
| 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 | 2.896 | 1.366 | 212% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.08B | 20.1B | 10% |
| Annual Yield % from dividends | 0.47 | 0.40 | 116% |
| Returns for 1 year | 0.25 | -1.35 | -18% |
| Returns for 3 years | 23.96 | 17.05 | 141% |
| Returns for 5 years | 5.34 | 11.12 | 48% |
| Returns for 10 years | 17.78 | 20.57 | 86% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers