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PGRTX vs VSGIX
PGRTX vs VSGIX Comparison
Open Charts PGRTX vs VSGIX
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$86.92
Change-$0.37 (-0.42%)
VolumeN/A
Net Assets39.73B
PGRTX vs VSGIX Comparison Chart in %
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PGRTX vs. VSGIX 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 VSGIX is a Buy.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 39.7B vs. PGRTX (2.21B). VSGIX pays higher dividends than PGRTX: VSGIX (0.55) vs PGRTX (0.42). PGRTX was incepted earlier than VSGIX: PGRTX (25 years) vs VSGIX (26 years). PGRTX (1.01) is less costly to investors than VSGIX (0.06). PGRTX is a more actively managed with annual turnover of: 61.20 vs. VSGIX (21.00). PGRTX has a lower initial minimum investment than VSGIX: PGRTX (0) vs VSGIX (5000000). VSGIX annual gain was more profitable for investors over the last year : 7.55 vs. PGRTX (3.42). VSGIX return over 5 years is better than : 14.43 vs. PGRTX (-15.58).
| PGRTX | VSGIX | PGRTX / VSGIX | |
| Total Expense Ratio | 0.99 | 0.06 | 1,650% |
| Annual Report Gross Expense Ratio | 1.01 | 0.06 | 1,683% |
| Fund Existence | 25 years | 26 years | - |
| Gain YTD | 5.993 | 10.370 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.21B | 39.7B | 6% |
| Annual Yield % from dividends | 0.42 | 0.55 | 76% |
| Returns for 1 year | 3.42 | 7.55 | 45% |
| Returns for 3 years | 32.39 | 56.66 | 57% |
| Returns for 5 years | -15.58 | 14.43 | -108% |
| Returns for 10 years | 40.88 | 155.43 | 26% |
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