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PLARX vs SSGSX
PLARX vs SSGSX Comparison
Open Charts PLARX vs SSGSX
Principal SmallCap Value II R5
Price$11.31
Change+$0.03 (+0.27%)
VolumeN/A
Net Assets1.15B
Victory Sycamore Small Company Opp A
Price$45.63
Change+$0.07 (+0.15%)
VolumeN/A
Net Assets5.12B
PLARX vs SSGSX Comparison Chart in %
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PLARX vs. SSGSX commentary
Dec 26, 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: 5.13B vs. PLARX (1.15B). PLARX pays higher dividends than SSGSX: PLARX (1.08) vs SSGSX (0.48). PLARX was incepted earlier than SSGSX: PLARX (22 years) vs SSGSX (27 years). SSGSX (1.23) is less costly to investors than PLARX (1.15). PLARX is a more actively managed with annual turnover of: 73.90 vs. SSGSX (50.00). 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 : 0.62 vs. SSGSX (-2.42). PLARX return over 5 years is better than : 5.59 vs. SSGSX (-0.63).
| PLARX | SSGSX | PLARX / SSGSX | |
| Total Expense Ratio | 1.13 | 1.23 | 92% |
| Annual Report Gross Expense Ratio | 1.15 | 1.23 | 93% |
| Fund Existence | 22 years | 27 years | - |
| Gain YTD | 1.344 | -1.723 | -78% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.15B | 5.13B | 22% |
| Annual Yield % from dividends | 1.08 | 0.48 | 227% |
| Returns for 1 year | 0.62 | -2.42 | -26% |
| Returns for 3 years | 13.40 | 0.45 | 2,949% |
| Returns for 5 years | 5.59 | -0.63 | -881% |
| Returns for 10 years | 7.39 | 18.71 | 39% |
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