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PGRTX vs VISGX
PGRTX vs VISGX Comparison
Open Charts PGRTX vs VISGX
Principal SmallCap Growth I Instl
Price$16.05
Change-$0.67 (-4.01%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Growth Index I
Price$79.09
Change-$3.66 (-4.42%)
VolumeN/A
CapitalizationN/A
PGRTX vs VISGX Comparison Chart
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PGRTX vs. VISGX commentary
Dec 19, 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 Hold and VISGX is a Hold.
FUNDAMENTALS
Fundamentals
VISGX has more cash in the bank: 40.7B vs. PGRTX (2.26B). VISGX pays higher dividends than PGRTX: VISGX (0.55) vs PGRTX (0.00). PGRTX was incepted earlier than VISGX: PGRTX (24 years) vs VISGX (27 years). PGRTX is a more actively managed with annual turnover of: 50.30 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 : 24.00 vs. PGRTX (21.16). VISGX return over 5 years is better than : 49.43 vs. PGRTX (24.31).
| PGRTX | VISGX | PGRTX / VISGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 27 years | - |
| Gain YTD | 18.582 | 21.973 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.26B | 40.7B | 6% |
| Annual Yield % from dividends | 0.00 | 0.55 | - |
| Returns for 1 year | 21.16 | 24.00 | 88% |
| Returns for 3 years | -11.53 | 8.20 | -141% |
| Returns for 5 years | 24.31 | 49.43 | 49% |
| Returns for 10 years | 41.34 | 139.07 | 30% |
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