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PGRTX vs VISGX
PGRTX vs VISGX Comparison
Open Charts PGRTX vs VISGX
Principal SmallCap Growth I Instl
Price$15.20
Change-$0.10 (-0.65%)
VolumeN/A
Net Assets2.09B
Vanguard Small Cap Growth Index I
Price$79.66
Change-$0.15 (-0.19%)
VolumeN/A
Net Assets36.92B
PGRTX vs VISGX Comparison Chart in %
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PGRTX vs. VISGX commentary
Jul 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 Buy and VISGX is a Buy.
FUNDAMENTALS
Fundamentals
VISGX has more cash in the bank: 36.9B vs. PGRTX (2.09B). 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 : 8.34 vs. PGRTX (-1.17). VISGX return over 5 years is better than : 38.19 vs. PGRTX (5.11).
| 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 | 3.030 | 1.432 | 212% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.09B | 36.9B | 6% |
| Annual Yield % from dividends | 0.47 | 0.43 | 111% |
| Returns for 1 year | -1.17 | 8.34 | -14% |
| Returns for 3 years | 28.47 | 41.33 | 69% |
| Returns for 5 years | 5.11 | 38.19 | 13% |
| Returns for 10 years | 14.76 | 114.30 | 13% |
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