Interact to see
Advertisement
Advertisement
PLARX vs SSGSX
PLARX vs SSGSX Comparison
Open Charts PLARX vs SSGSX
Principal SmallCap Value II R5
Price$11.95
Change+$0.31 (+2.66%)
VolumeN/A
Net Assets1.21B
Victory Sycamore Small Company Opp A
Price$48.32
Change+$1.94 (+4.18%)
VolumeN/A
Net Assets5.04B
PLARX vs SSGSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PLARX vs. SSGSX commentary
Feb 04, 2026
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: 5.04B vs. PLARX (1.21B). PLARX pays higher dividends than SSGSX: PLARX (0.94) vs SSGSX (0.58). 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: 89.90 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 : 6.68 vs. SSGSX (3.83). PLARX return over 5 years is better than : 3.37 vs. SSGSX (-0.23).
| 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 | 7.852 | 8.123 | 97% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.21B | 5.04B | 24% |
| Annual Yield % from dividends | 0.94 | 0.58 | 163% |
| Returns for 1 year | 6.68 | 3.83 | 174% |
| Returns for 3 years | 7.57 | -3.10 | -244% |
| Returns for 5 years | 3.37 | -0.23 | -1,490% |
| Returns for 10 years | 30.12 | 53.01 | 57% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement