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PGRTX vs VISGX
PGRTX vs VISGX Comparison
Open Charts PGRTX vs VISGX
Principal SmallCap Growth I Instl
Price$12.67
Change+$0.27 (+2.18%)
VolumeN/A
Net Assets1.74B
Vanguard Small Cap Growth Index I
Price$67.65
Change+$1.27 (+1.91%)
VolumeN/A
Net Assets33.7B
PGRTX vs VISGX Comparison Chart
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PGRTX vs. VISGX commentary
Apr 25, 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: 33.7B vs. PGRTX (1.74B). 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 : -3.33 vs. PGRTX (-12.35). VISGX return over 5 years is better than : 42.09 vs. PGRTX (6.07).
| 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 | -16.498 | -15.649 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.74B | 33.7B | 5% |
| Annual Yield % from dividends | 0.53 | 0.46 | 114% |
| Returns for 1 year | -12.35 | -3.33 | 371% |
| Returns for 3 years | -8.09 | 3.40 | -238% |
| Returns for 5 years | 6.07 | 42.09 | 14% |
| Returns for 10 years | -3.68 | 77.70 | -5% |
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