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PGRTX vs VSGAX
PGRTX vs VSGAX Comparison
Open Charts PGRTX vs VSGAX
Principal SmallCap Growth I Instl
Price$13.47
Change+$0.28 (+2.12%)
VolumeN/A
Net Assets1.86B
Vanguard Small Cap Growth Index Admiral
Price$90.42
Change+$1.51 (+1.70%)
VolumeN/A
Net Assets36.81B
PGRTX vs VSGAX Comparison Chart
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PGRTX vs. VSGAX 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 VSGAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSGAX has more cash in the bank: 36.8B vs. PGRTX (1.86B). VSGAX pays higher dividends than PGRTX: VSGAX (0.60) vs PGRTX (0.53). PGRTX was incepted earlier than VSGAX: PGRTX (24 years) vs VSGAX (14 years). PGRTX (1.02) is less costly to investors than VSGAX (0.07). PGRTX is a more actively managed with annual turnover of: 61.20 vs. VSGAX (19.00). 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 : -0.19 vs. PGRTX (-10.24). VSGAX return over 5 years is better than : 82.20 vs. PGRTX (35.28).
| PGRTX | VSGAX | PGRTX / VSGAX | |
| Total Expense Ratio | 1.00 | 0.07 | 1,429% |
| Annual Report Gross Expense Ratio | 1.02 | 0.07 | 1,457% |
| Fund Existence | 24 years | 14 years | - |
| Gain YTD | -11.178 | -9.635 | 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 | 0.60 | 89% |
| Returns for 1 year | -10.24 | -0.19 | 5,304% |
| Returns for 3 years | -10.18 | 1.38 | -738% |
| Returns for 5 years | 35.28 | 82.20 | 43% |
| Returns for 10 years | 4.64 | 93.99 | 5% |
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