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PGRTX vs VSGAX
PGRTX vs VSGAX Comparison
Open Charts PGRTX vs VSGAX
Principal SmallCap Growth I Instl
Price$14.42
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets2B
Vanguard Small Cap Growth Index Admiral
Price$94.57
Change-$0.17 (-0.18%)
VolumeN/A
Net Assets34.95B
PGRTX vs VSGAX Comparison Chart
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PGRTX vs. VSGAX commentary
Jun 07, 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 VSGAX is a Buy.
FUNDAMENTALS
Fundamentals
VSGAX has more cash in the bank: 35B vs. PGRTX (2B). VSGAX pays higher dividends than PGRTX: VSGAX (0.57) vs PGRTX (0.50). PGRTX was incepted earlier than VSGAX: PGRTX (25 years) vs VSGAX (14 years). PGRTX (1.01) is less costly to investors than VSGAX (0.07). PGRTX is a more actively managed with annual turnover of: 61.20 vs. VSGAX (21.00). PGRTX has a lower initial minimum investment than VSGAX: PGRTX (0) vs VSGAX (3000). VSGAX annual gain was more profitable for investors over the last year : 7.82 vs. PGRTX (-1.67). VSGAX return over 5 years is better than : 34.26 vs. PGRTX (2.43).
| PGRTX | VSGAX | PGRTX / VSGAX | |
| Total Expense Ratio | 0.99 | 0.07 | 1,414% |
| Annual Report Gross Expense Ratio | 1.01 | 0.07 | 1,443% |
| Fund Existence | 25 years | 14 years | - |
| Gain YTD | -2.896 | -3.710 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2B | 35B | 6% |
| Annual Yield % from dividends | 0.50 | 0.57 | 88% |
| Returns for 1 year | -1.67 | 7.82 | -21% |
| Returns for 3 years | 12.01 | 24.92 | 48% |
| Returns for 5 years | 2.43 | 34.26 | 7% |
| Returns for 10 years | 11.49 | 105.31 | 11% |
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