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PLARX vs SSGSX
PLARX vs SSGSX Comparison
Open Charts PLARX vs SSGSX
Principal SmallCap Value II R5
Price$12.15
Change+$0.20 (+1.67%)
VolumeN/A
Net Assets1.14B
Victory Sycamore Small Company Opp A
Price$47.21
Change+$0.63 (+1.35%)
VolumeN/A
Net Assets5.18B
PLARX vs SSGSX Comparison Chart in %
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PLARX vs. SSGSX commentary
Dec 05, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.18B vs. PLARX (1.14B). 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 (1.26) 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 : -8.44 vs. SSGSX (-12.24). PLARX return over 5 years is better than : 15.12 vs. SSGSX (3.18).
| PLARX | SSGSX | PLARX / SSGSX | |
| Total Expense Ratio | 1.13 | 1.26 | 90% |
| Annual Report Gross Expense Ratio | 1.15 | 1.26 | 91% |
| Fund Existence | 22 years | 27 years | - |
| Gain YTD | 8.871 | 1.680 | 528% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.14B | 5.18B | 22% |
| Annual Yield % from dividends | 1.08 | 0.48 | 227% |
| Returns for 1 year | -8.44 | -12.24 | 69% |
| Returns for 3 years | 2.83 | -6.64 | -43% |
| Returns for 5 years | 15.12 | 3.18 | 475% |
| Returns for 10 years | 0.91 | 18.79 | 5% |
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