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PGRTX vs VSGIX
PGRTX vs VSGIX Comparison
Open Charts PGRTX vs VSGIX
Principal SmallCap Growth I Instl
Price$15.33
Change-$0.03 (-0.20%)
VolumeN/A
Net Assets2.07B
Vanguard Small Cap Growth Index I
Price$80.56
Change+$0.05 (+0.06%)
VolumeN/A
Net Assets37.46B
PGRTX vs VSGIX Comparison Chart in %
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PGRTX vs. VSGIX commentary
Aug 18, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 37.5B vs. PGRTX (2.07B). VSGIX pays higher dividends than PGRTX: VSGIX (0.54) vs PGRTX (0.46). PGRTX was incepted earlier than VSGIX: PGRTX (25 years) vs VSGIX (25 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 : 12.52 vs. PGRTX (1.24). VSGIX return over 5 years is better than : 34.27 vs. PGRTX (0.05).
| 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 | 25 years | - |
| Gain YTD | 3.232 | 2.257 | 143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.07B | 37.5B | 6% |
| Annual Yield % from dividends | 0.46 | 0.54 | 85% |
| Returns for 1 year | 1.24 | 12.52 | 10% |
| Returns for 3 years | 11.74 | 21.63 | 54% |
| Returns for 5 years | 0.05 | 34.27 | 0% |
| Returns for 10 years | 18.98 | 121.03 | 16% |
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