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PLARX vs SSGSX
PLARX vs SSGSX Comparison
Open Charts PLARX vs SSGSX
Principal SmallCap Value II R5
Price$11.59
Change-$0.19 (-1.61%)
VolumeN/A
Net Assets1.11B
Victory Sycamore Small Company Opp A
Price$45.80
Change-$0.57 (-1.23%)
VolumeN/A
Net Assets5.23B
PLARX vs SSGSX Comparison Chart in %
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PLARX vs. SSGSX commentary
Nov 14, 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 Buy and SSGSX is a Buy.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.23B vs. PLARX (1.11B). PLARX pays higher dividends than SSGSX: PLARX (1.11) vs SSGSX (0.49). PLARX was incepted earlier than SSGSX: PLARX (21 years) vs SSGSX (27 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). PLARX annual gain was more profitable for investors over the last year : -10.02 vs. SSGSX (-12.62). PLARX return over 5 years is better than : 22.36 vs. SSGSX (8.71).
| 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 | 27 years | - |
| Gain YTD | 5.556 | -0.129 | -4,299% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.11B | 5.23B | 21% |
| Annual Yield % from dividends | 1.11 | 0.49 | 229% |
| Returns for 1 year | -10.02 | -12.62 | 79% |
| Returns for 3 years | 0.37 | -6.25 | -6% |
| Returns for 5 years | 22.36 | 8.71 | 257% |
| Returns for 10 years | 0.84 | 20.45 | 4% |
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