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PLARX vs SSGSX
PLARX vs SSGSX Comparison
Open Charts PLARX vs SSGSX
Principal SmallCap Value II R5
Price$11.26
Change+$0.08 (+0.72%)
VolumeN/A
Net Assets1.14B
Victory Sycamore Small Company Opp A
Price$45.47
Change+$0.28 (+0.62%)
VolumeN/A
Net Assets5.82B
PLARX vs SSGSX Comparison Chart in %
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PLARX vs. SSGSX commentary
Jul 06, 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 Buy.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.82B vs. PLARX (1.14B). PLARX pays higher dividends than SSGSX: PLARX (1.19) vs SSGSX (0.51). PLARX was incepted earlier than SSGSX: PLARX (21 years) vs SSGSX (26 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 : -1.26 vs. PLARX (-3.11). PLARX return over 5 years is better than : 42.90 vs. SSGSX (29.33).
| 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 | 26 years | - |
| Gain YTD | 0.896 | -2.068 | -43% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.14B | 5.82B | 20% |
| Annual Yield % from dividends | 1.19 | 0.51 | 236% |
| Returns for 1 year | -3.11 | -1.26 | 246% |
| Returns for 3 years | 5.21 | 2.38 | 219% |
| Returns for 5 years | 42.90 | 29.33 | 146% |
| Returns for 10 years | -10.42 | 16.52 | -63% |
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