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PGRTX vs VISGX
PGRTX vs VISGX Comparison
Open Charts PGRTX vs VISGX
Principal SmallCap Growth I Instl
Price$16.57
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets2.16B
Vanguard Small Cap Growth Index I
Price$84.89
Change-$0.02 (-0.02%)
VolumeN/A
Net Assets39.74B
PGRTX vs VISGX Comparison Chart in %
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PGRTX vs. VISGX commentary
Nov 14, 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 Hold.
FUNDAMENTALS
Fundamentals
VISGX has more cash in the bank: 39.7B vs. PGRTX (2.16B). 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 : 3.97 vs. PGRTX (-2.09). VISGX return over 5 years is better than : 27.42 vs. PGRTX (-2.15).
| 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 | 11.582 | 7.920 | 146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.16B | 39.7B | 5% |
| Annual Yield % from dividends | 0.42 | 0.43 | 98% |
| Returns for 1 year | -2.09 | 3.97 | -53% |
| Returns for 3 years | 29.11 | 41.11 | 71% |
| Returns for 5 years | -2.15 | 27.42 | -8% |
| Returns for 10 years | 39.25 | 154.40 | 25% |
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