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PGRTX vs VISGX
PGRTX vs VISGX Comparison
Open Charts PGRTX vs VISGX
Principal SmallCap Growth I Instl
Price$15.70
Change-$0.33 (-2.06%)
VolumeN/A
Net Assets2.23B
Vanguard Small Cap Growth Index I
Price$87.03
Change-$1.38 (-1.56%)
VolumeN/A
Net Assets39.31B
PGRTX vs VISGX Comparison Chart in %
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PGRTX vs. VISGX commentary
Feb 05, 2026
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: 39.3B vs. PGRTX (2.23B). VISGX pays higher dividends than PGRTX: VISGX (0.41) vs PGRTX (0.00). 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: 70.10 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 : 8.90 vs. PGRTX (4.63). VISGX return over 5 years is better than : 9.24 vs. PGRTX (-19.28).
| 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 | 4.566 | 4.171 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.23B | 39.3B | 6% |
| Annual Yield % from dividends | 0.00 | 0.41 | - |
| Returns for 1 year | 4.63 | 8.90 | 52% |
| Returns for 3 years | 19.08 | 37.14 | 51% |
| Returns for 5 years | -19.28 | 9.24 | -209% |
| Returns for 10 years | 76.09 | 204.50 | 37% |
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