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PLARX vs SSGSX
PLARX vs SSGSX Comparison
Open Charts PLARX vs SSGSX
Principal SmallCap Value II R5
Price$11.49
Change+$0.02 (+0.17%)
VolumeN/A
Net Assets1.09B
Victory Sycamore Small Company Opp A
Price$45.95
Change+$0.15 (+0.33%)
VolumeN/A
Net Assets5.31B
PLARX vs SSGSX Comparison Chart in %
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PLARX vs. SSGSX commentary
Oct 18, 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 Buy.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.31B vs. PLARX (1.09B). PLARX pays higher dividends than SSGSX: PLARX (1.11) vs SSGSX (0.48). 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). SSGSX annual gain was more profitable for investors over the last year : -8.48 vs. PLARX (-9.09). PLARX return over 5 years is better than : 28.92 vs. SSGSX (18.06).
| 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 | 2.957 | -1.034 | -286% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.09B | 5.31B | 21% |
| Annual Yield % from dividends | 1.11 | 0.48 | 233% |
| Returns for 1 year | -9.09 | -8.48 | 107% |
| Returns for 3 years | 6.39 | 1.10 | 582% |
| Returns for 5 years | 28.92 | 18.06 | 160% |
| Returns for 10 years | -3.67 | 18.76 | -20% |
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