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PLARX vs SSGSX
PLARX vs SSGSX Comparison
Open Charts PLARX vs SSGSX
Principal SmallCap Value II R5
Price$10.41
Change-$0.19 (-1.79%)
VolumeN/A
Net Assets1.09B
Victory Sycamore Small Company Opp A
Price$42.53
Change-$0.78 (-1.80%)
VolumeN/A
Net Assets5.63B
PLARX vs SSGSX Comparison Chart
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PLARX 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 PLARX is a Hold and SSGSX is a Hold.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.63B vs. PLARX (1.09B). PLARX pays higher dividends than SSGSX: PLARX (1.24) vs SSGSX (0.52). PLARX was incepted earlier than SSGSX: PLARX (21 years) vs SSGSX (26 years). SSGSX (1.26) is less costly to investors than PLARX (1.15). PLARX is a more actively managed with annual turnover of: 73.90 vs. SSGSX (37.00). PLARX has a lower initial minimum investment than SSGSX: PLARX (0) vs SSGSX (2500). SSGSX annual gain was more profitable for investors over the last year : -8.36 vs. PLARX (-9.89). PLARX return over 5 years is better than : 31.31 vs. SSGSX (21.72).
| PLARX | SSGSX | PLARX / SSGSX | |
| Total Expense Ratio | 1.13 | 1.26 | 90% |
| Annual Report Gross Expense Ratio | 1.15 | 1.26 | 91% |
| Fund Existence | 21 years | 26 years | - |
| Gain YTD | -6.720 | -8.400 | 80% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.09B | 5.63B | 19% |
| Annual Yield % from dividends | 1.24 | 0.52 | 237% |
| Returns for 1 year | -9.89 | -8.36 | 118% |
| Returns for 3 years | -3.96 | -3.90 | 101% |
| Returns for 5 years | 31.31 | 21.72 | 144% |
| Returns for 10 years | -18.47 | 7.10 | -260% |
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