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PGRTX vs VSGIX
PGRTX vs VSGIX Comparison
Open Charts PGRTX vs VSGIX
Principal SmallCap Growth I Instl
Price$15.81
Change+$0.11 (+0.70%)
VolumeN/A
Net Assets2.1B
Vanguard Small Cap Growth Index I
Price$83.69
Change+$0.89 (+1.07%)
VolumeN/A
Net Assets38.63B
PGRTX vs VSGIX Comparison Chart in %
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PGRTX vs. VSGIX commentary
Sep 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 Hold and VSGIX is a Hold.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 38.6B vs. PGRTX (2.11B). VSGIX pays higher dividends than PGRTX: VSGIX (0.52) vs PGRTX (0.45). 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 : 18.22 vs. PGRTX (5.10). VSGIX return over 5 years is better than : 42.24 vs. PGRTX (5.45).
| 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 | 6.465 | 6.230 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.11B | 38.6B | 5% |
| Annual Yield % from dividends | 0.45 | 0.52 | 86% |
| Returns for 1 year | 5.10 | 18.22 | 28% |
| Returns for 3 years | 28.67 | 42.63 | 67% |
| Returns for 5 years | 5.45 | 42.24 | 13% |
| Returns for 10 years | 28.78 | 141.96 | 20% |
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