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PGRTX vs VISGX
PGRTX vs VISGX Comparison
Open Charts PGRTX vs VISGX
Principal SmallCap Growth I Instl
Price$15.74
Change-$0.07 (-0.44%)
VolumeN/A
Net Assets2.21B
Vanguard Small Cap Growth Index I
Price$86.80
Change-$0.37 (-0.42%)
VolumeN/A
Net Assets39.73B
PGRTX vs VISGX Comparison Chart in %
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PGRTX vs. VISGX commentary
Dec 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 PGRTX is a Hold and VISGX is a Buy.
FUNDAMENTALS
Fundamentals
VISGX has more cash in the bank: 39.7B vs. PGRTX (2.21B). VISGX (0.43) and PGRTX (0.42) have matching dividends . PGRTX was incepted earlier than VISGX: PGRTX (25 years) vs VISGX (28 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 : 7.52 vs. PGRTX (3.42). VISGX return over 5 years is better than : 14.21 vs. PGRTX (-15.58).
| 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 | 28 years | - |
| Gain YTD | 5.993 | 10.348 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.21B | 39.7B | 6% |
| Annual Yield % from dividends | 0.42 | 0.43 | 97% |
| Returns for 1 year | 3.42 | 7.52 | 45% |
| Returns for 3 years | 32.39 | 56.50 | 57% |
| Returns for 5 years | -15.58 | 14.21 | -110% |
| Returns for 10 years | 40.88 | 154.34 | 26% |
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