PGRTX
Price
$16.20
Change
-$0.12 (-0.74%)
Updated
Oct 17 closing price
Net Assets
2.15B
VISGX
Price
$84.41
Change
-$0.38 (-0.45%)
Updated
Oct 17 closing price
Net Assets
39.1B
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PGRTX vs VISGX

Header iconPGRTX vs VISGX Comparison
Open Charts PGRTX vs VISGXBanner chart's image
Principal SmallCap Growth I Instl
Price$16.20
Change-$0.12 (-0.74%)
VolumeN/A
Net Assets2.15B
Vanguard Small Cap Growth Index I
Price$84.41
Change-$0.38 (-0.45%)
VolumeN/A
Net Assets39.1B
PGRTX vs VISGX Comparison Chart in %
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PGRTX vs. VISGX commentary
Oct 19, 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.

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FUNDAMENTALS
Fundamentals
VISGX has more cash in the bank: 39.1B vs. PGRTX (2.15B). VISGX (0.44) and PGRTX (0.44) have matching dividends . 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 : 10.18 vs. PGRTX (-0.41). VISGX return over 5 years is better than : 31.06 vs. PGRTX (-2.32).
PGRTXVISGXPGRTX / VISGX
Total Expense Ratio0.990.19521%
Annual Report Gross Expense Ratio1.010.19532%
Fund Existence25 years27 years-
Gain YTD9.0917.310124%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets2.15B39.1B5%
Annual Yield % from dividends0.440.4499%
Returns for 1 year-0.4110.18-4%
Returns for 3 years34.6849.6270%
Returns for 5 years-2.3231.06-7%
Returns for 10 years37.18147.7925%
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