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PGRTX vs VISGX
PGRTX vs VISGX Comparison
Open Charts PGRTX vs VISGX
Principal SmallCap Growth I Instl
Price$13.47
Change+$0.28 (+2.12%)
VolumeN/A
Net Assets1.86B
Vanguard Small Cap Growth Index I
Price$72.31
Change+$1.20 (+1.69%)
VolumeN/A
Net Assets36.81B
PGRTX vs VISGX Comparison Chart
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PGRTX vs. VISGX commentary
Apr 04, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VISGX has more cash in the bank: 36.8B vs. PGRTX (1.86B). PGRTX pays higher dividends than VISGX: PGRTX (0.53) vs VISGX (0.46). PGRTX was incepted earlier than VISGX: PGRTX (24 years) vs VISGX (27 years). PGRTX (1.02) is less costly to investors than VISGX (0.19). PGRTX is a more actively managed with annual turnover of: 61.20 vs. VISGX (19.00). 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 : -0.24 vs. PGRTX (-10.24). VISGX return over 5 years is better than : 81.85 vs. PGRTX (35.28).
| PGRTX | VISGX | PGRTX / VISGX | |
| Total Expense Ratio | 1.00 | 0.19 | 526% |
| Annual Report Gross Expense Ratio | 1.02 | 0.19 | 537% |
| Fund Existence | 24 years | 27 years | - |
| Gain YTD | -11.178 | -9.639 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.86B | 36.8B | 5% |
| Annual Yield % from dividends | 0.53 | 0.46 | 114% |
| Returns for 1 year | -10.24 | -0.24 | 4,259% |
| Returns for 3 years | -10.18 | 1.27 | -800% |
| Returns for 5 years | 35.28 | 81.85 | 43% |
| Returns for 10 years | 4.64 | 93.20 | 5% |
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