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PJARX vs SSGSX
PJARX vs SSGSX Comparison
Open Charts PJARX vs SSGSX
Principal SmallCap Value II R3
Price$9.93
Change-$0.18 (-1.78%)
VolumeN/A
Net Assets1.07B
Victory Sycamore Small Company Opp A
Price$42.53
Change-$0.78 (-1.80%)
VolumeN/A
Net Assets5.52B
PJARX vs SSGSX Comparison Chart
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PJARX vs. SSGSX commentary
Jun 15, 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 PJARX is a Hold and SSGSX is a Hold.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.52B vs. PJARX (1.07B). PJARX pays higher dividends than SSGSX: PJARX (0.98) vs SSGSX (0.52). PJARX was incepted earlier than SSGSX: PJARX (21 years) vs SSGSX (26 years). PJARX (1.46) is less costly to investors than SSGSX (1.26). PJARX is a more actively managed with annual turnover of: 73.90 vs. SSGSX (37.00). PJARX has a lower initial minimum investment than SSGSX: PJARX (0) vs SSGSX (2500). SSGSX annual gain was more profitable for investors over the last year : -8.36 vs. PJARX (-10.52). PJARX return over 5 years is better than : 27.56 vs. SSGSX (21.72).
| PJARX | SSGSX | PJARX / SSGSX | |
| Total Expense Ratio | 1.44 | 1.26 | 114% |
| Annual Report Gross Expense Ratio | 1.46 | 1.26 | 116% |
| Fund Existence | 21 years | 26 years | - |
| Gain YTD | -6.848 | -8.400 | 82% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.07B | 5.52B | 19% |
| Annual Yield % from dividends | 0.98 | 0.52 | 187% |
| Returns for 1 year | -10.52 | -8.36 | 126% |
| Returns for 3 years | -5.56 | -3.90 | 143% |
| Returns for 5 years | 27.56 | 21.72 | 127% |
| Returns for 10 years | -22.86 | 7.10 | -322% |
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