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PJARX vs SSGSX
PJARX vs SSGSX Comparison
Open Charts PJARX vs SSGSX
Principal SmallCap Value II R3
Price$10.74
Change+$0.08 (+0.75%)
VolumeN/A
Net Assets1.14B
Victory Sycamore Small Company Opp A
Price$45.47
Change+$0.28 (+0.62%)
VolumeN/A
Net Assets5.82B
PJARX vs SSGSX Comparison Chart in %
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PJARX vs. SSGSX commentary
Jul 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 PJARX is a Buy and SSGSX is a Hold.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.82B vs. PJARX (1.14B). PJARX pays higher dividends than SSGSX: PJARX (0.94) vs SSGSX (0.51). 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 : -1.26 vs. PJARX (-3.74). PJARX return over 5 years is better than : 39.01 vs. SSGSX (29.33).
| 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 | 0.750 | -2.068 | -36% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.14B | 5.82B | 20% |
| Annual Yield % from dividends | 0.94 | 0.51 | 186% |
| Returns for 1 year | -3.74 | -1.26 | 296% |
| Returns for 3 years | 3.40 | 2.38 | 143% |
| Returns for 5 years | 39.01 | 29.33 | 133% |
| Returns for 10 years | -15.22 | 16.52 | -92% |
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