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PGRTX vs VISGX
PGRTX vs VISGX Comparison
Open Charts PGRTX vs VISGX
Principal SmallCap Growth I Instl
Price$15.28
Change+$0.09 (+0.59%)
VolumeN/A
Net Assets2.08B
Vanguard Small Cap Growth Index I
Price$80.72
Change+$0.57 (+0.71%)
VolumeN/A
Net Assets36.92B
PGRTX vs VISGX Comparison Chart in %
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PGRTX vs. VISGX commentary
Jul 28, 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: 36.9B vs. PGRTX (2.08B). PGRTX pays higher dividends than VISGX: PGRTX (0.47) vs VISGX (0.43). 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 : 12.27 vs. PGRTX (0.25). VISGX return over 5 years is better than : 40.06 vs. PGRTX (5.34).
| 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 | 2.896 | 2.589 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.08B | 36.9B | 6% |
| Annual Yield % from dividends | 0.47 | 0.43 | 111% |
| Returns for 1 year | 0.25 | 12.27 | 2% |
| Returns for 3 years | 23.96 | 38.15 | 63% |
| Returns for 5 years | 5.34 | 40.06 | 13% |
| Returns for 10 years | 17.78 | 120.87 | 15% |
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