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PGRTX vs VSGIX
PGRTX vs VSGIX Comparison
Open Charts PGRTX vs VSGIX
Principal SmallCap Growth I Instl
Price$15.04
Change-$0.08 (-0.53%)
VolumeN/A
Net Assets2.04B
Vanguard Small Cap Growth Index I
Price$78.89
Change-$0.24 (-0.30%)
VolumeN/A
Net Assets37.46B
PGRTX vs VSGIX Comparison Chart in %
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PGRTX vs. VSGIX commentary
Aug 08, 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 Hold and VSGIX is a Hold.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 37.5B vs. PGRTX (2.04B). VSGIX pays higher dividends than PGRTX: VSGIX (0.54) vs PGRTX (0.46). 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 : 17.08 vs. PGRTX (6.72). VSGIX return over 5 years is better than : 31.02 vs. PGRTX (-1.89).
| 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 | 1.818 | 0.442 | 412% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.04B | 37.5B | 5% |
| Annual Yield % from dividends | 0.46 | 0.54 | 85% |
| Returns for 1 year | 6.72 | 17.08 | 39% |
| Returns for 3 years | 13.16 | 23.12 | 57% |
| Returns for 5 years | -1.89 | 31.02 | -6% |
| Returns for 10 years | 16.28 | 116.53 | 14% |
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