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PGRTX vs VEXPX
PGRTX vs VEXPX Comparison
Open Charts PGRTX vs VEXPX
Principal SmallCap Growth I Instl
Price$16.24
Change-$0.32 (-1.93%)
VolumeN/A
CapitalizationN/A
PGRTX vs VEXPX Comparison Chart
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PGRTX vs. VEXPX commentary
Nov 18, 2024
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 Sell and VEXPX is a StrongSell.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 22B vs. PGRTX (2.2B). VEXPX pays higher dividends than PGRTX: VEXPX (0.48) vs PGRTX (0.00). PGRTX was incepted earlier than VEXPX: PGRTX (24 years) vs VEXPX (57 years). PGRTX is a more actively managed with annual turnover of: 50.30 vs. VEXPX (40.00). PGRTX has a lower initial minimum investment than VEXPX: PGRTX (0) vs VEXPX (3000). PGRTX annual gain was more profitable for investors over the last year : 30.13 vs. VEXPX (26.37). VEXPX return over 5 years is better than : 18.38 vs. PGRTX (16.50).
| PGRTX | VEXPX | PGRTX / VEXPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 57 years | - |
| Gain YTD | 15.177 | 12.535 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.2B | 22B | 10% |
| Annual Yield % from dividends | 0.00 | 0.48 | - |
| Returns for 1 year | 30.13 | 26.37 | 114% |
| Returns for 3 years | -23.18 | -20.62 | 112% |
| Returns for 5 years | 16.50 | 18.38 | 90% |
| Returns for 10 years | 15.42 | 18.56 | 83% |
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