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PLARX vs SSGSX
PLARX vs SSGSX Comparison
Open Charts PLARX vs SSGSX
Principal SmallCap Value II R5
Price$11.72
Change+$0.13 (+1.12%)
VolumeN/A
Net Assets1.12B
Victory Sycamore Small Company Opp A
Price$46.75
Change+$0.49 (+1.06%)
VolumeN/A
Net Assets5.51B
PLARX vs SSGSX Comparison Chart in %
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PLARX vs. SSGSX commentary
Sep 27, 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: 5.52B vs. PLARX (1.12B). PLARX pays higher dividends than SSGSX: PLARX (1.10) vs SSGSX (0.47). 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 (-4.89) and SSGSX (-4.89) have marching annual gain over last year. PLARX return over 5 years is better than : 46.23 vs. SSGSX (31.67).
| 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 | 5.018 | 0.689 | 728% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.12B | 5.52B | 20% |
| Annual Yield % from dividends | 1.10 | 0.47 | 233% |
| Returns for 1 year | -4.89 | -4.89 | 100% |
| Returns for 3 years | 16.19 | 9.83 | 165% |
| Returns for 5 years | 46.23 | 31.67 | 146% |
| Returns for 10 years | 4.63 | 27.73 | 17% |
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