Interact to see
Advertisement
Advertisement
PGRTX vs VSGIX
PGRTX vs VSGIX Comparison
Open Charts PGRTX vs VSGIX
Principal SmallCap Growth I Instl
Price$14.42
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets2B
Vanguard Small Cap Growth Index I
Price$75.74
Change-$0.13 (-0.17%)
VolumeN/A
Net Assets34.95B
PGRTX vs VSGIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
PGRTX vs. VSGIX 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 VSGIX is a Buy.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 35B vs. PGRTX (2B). VSGIX pays higher dividends than PGRTX: VSGIX (0.58) vs PGRTX (0.50). PGRTX was incepted earlier than VSGIX: PGRTX (25 years) vs VSGIX (25 years). PGRTX (1.01) is less costly to investors than VSGIX (0.06). PGRTX is a more actively managed with annual turnover of: 61.20 vs. VSGIX (21.00). PGRTX has a lower initial minimum investment than VSGIX: PGRTX (0) vs VSGIX (5000000). VSGIX annual gain was more profitable for investors over the last year : 7.83 vs. PGRTX (-1.67). VSGIX return over 5 years is better than : 34.29 vs. PGRTX (2.43).
| PGRTX | VSGIX | PGRTX / VSGIX | |
| Total Expense Ratio | 0.99 | 0.06 | 1,650% |
| Annual Report Gross Expense Ratio | 1.01 | 0.06 | 1,683% |
| Fund Existence | 25 years | 25 years | - |
| Gain YTD | -2.896 | -3.715 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2B | 35B | 6% |
| Annual Yield % from dividends | 0.50 | 0.58 | 87% |
| Returns for 1 year | -1.67 | 7.83 | -21% |
| Returns for 3 years | 12.01 | 24.92 | 48% |
| Returns for 5 years | 2.43 | 34.29 | 7% |
| Returns for 10 years | 11.49 | 105.32 | 11% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement