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PGRTX vs VISGX
PGRTX vs VISGX Comparison
Open Charts PGRTX vs VISGX
Principal SmallCap Growth I Instl
Price$15.33
Change-$0.03 (-0.20%)
VolumeN/A
Net Assets2.07B
Vanguard Small Cap Growth Index I
Price$80.43
Change+$0.04 (+0.05%)
VolumeN/A
Net Assets37.46B
PGRTX vs VISGX Comparison Chart in %
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PGRTX vs. VISGX commentary
Aug 18, 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 VISGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VISGX has more cash in the bank: 37.5B vs. PGRTX (2.07B). PGRTX pays higher dividends than VISGX: PGRTX (0.46) vs VISGX (0.42). PGRTX was incepted earlier than VISGX: PGRTX (25 years) vs VISGX (27 years). PGRTX (1.01) is less costly to investors than VISGX (0.19). PGRTX is a more actively managed with annual turnover of: 61.20 vs. VISGX (21.00). PGRTX has a lower initial minimum investment than VISGX: PGRTX (0) vs VISGX (3000). VISGX annual gain was more profitable for investors over the last year : 12.46 vs. PGRTX (1.24). VISGX return over 5 years is better than : 33.98 vs. PGRTX (0.05).
| PGRTX | VISGX | PGRTX / VISGX | |
| Total Expense Ratio | 0.99 | 0.19 | 521% |
| Annual Report Gross Expense Ratio | 1.01 | 0.19 | 532% |
| Fund Existence | 25 years | 27 years | - |
| Gain YTD | 3.232 | 2.220 | 146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.07B | 37.5B | 6% |
| Annual Yield % from dividends | 0.46 | 0.42 | 111% |
| Returns for 1 year | 1.24 | 12.46 | 10% |
| Returns for 3 years | 11.74 | 21.49 | 55% |
| Returns for 5 years | 0.05 | 33.98 | 0% |
| Returns for 10 years | 18.98 | 120.13 | 16% |
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