PGRTX
Price
$12.67
Change
+$0.27 (+2.18%)
Updated
Apr 23 closing price
Net Assets
1.74B
VSGIX
Price
$67.75
Change
+$1.28 (+1.93%)
Updated
Apr 23 closing price
Net Assets
33.7B
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PGRTX vs VSGIX

Header iconPGRTX vs VSGIX Comparison
Open Charts PGRTX vs VSGIXBanner chart's image
Principal SmallCap Growth I Instl
Price$12.67
Change+$0.27 (+2.18%)
VolumeN/A
Net Assets1.74B
Vanguard Small Cap Growth Index I
Price$67.75
Change+$1.28 (+1.93%)
VolumeN/A
Net Assets33.7B
PGRTX vs VSGIX Comparison Chart
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VS
PGRTX vs. VSGIX commentary
Apr 25, 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.

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FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 33.7B vs. PGRTX (1.74B). VSGIX pays higher dividends than PGRTX: VSGIX (0.61) vs PGRTX (0.53). PGRTX was incepted earlier than VSGIX: PGRTX (24 years) vs VSGIX (25 years). PGRTX (1.02) is less costly to investors than VSGIX (0.06). PGRTX is a more actively managed with annual turnover of: 61.20 vs. VSGIX (19.00). 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 : -3.28 vs. PGRTX (-12.35). VSGIX return over 5 years is better than : 42.37 vs. PGRTX (6.07).
PGRTXVSGIXPGRTX / VSGIX
Total Expense Ratio1.000.061,667%
Annual Report Gross Expense Ratio1.020.061,700%
Fund Existence24 years25 years-
Gain YTD-16.498-15.645105%
Front LoadN/AN/A-
Min. Initial Investment05000000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.74B33.7B5%
Annual Yield % from dividends0.530.6187%
Returns for 1 year-12.35-3.28377%
Returns for 3 years-8.093.51-230%
Returns for 5 years6.0742.3714%
Returns for 10 years-3.6878.47-5%
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