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PPVIX vs SSGSX
PPVIX vs SSGSX Comparison
Open Charts PPVIX vs SSGSX
Principal SmallCap Value II Instl
Price$11.61
Change+$0.09 (+0.78%)
VolumeN/A
Net Assets1.14B
Victory Sycamore Small Company Opp A
Price$45.47
Change+$0.28 (+0.62%)
VolumeN/A
Net Assets5.82B
PPVIX vs SSGSX Comparison Chart in %
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PPVIX vs. SSGSX commentary
Jul 07, 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 PPVIX is a Buy and SSGSX is a Buy.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.82B vs. PPVIX (1.14B). PPVIX pays higher dividends than SSGSX: PPVIX (1.32) vs SSGSX (0.51). PPVIX was incepted earlier than SSGSX: PPVIX (21 years) vs SSGSX (26 years). SSGSX (1.26) is less costly to investors than PPVIX (1.02). PPVIX is a more actively managed with annual turnover of: 73.90 vs. SSGSX (37.00). PPVIX has a lower initial minimum investment than SSGSX: PPVIX (0) vs SSGSX (2500). SSGSX annual gain was more profitable for investors over the last year : -1.26 vs. PPVIX (-2.53). PPVIX return over 5 years is better than : 45.77 vs. SSGSX (29.33).
| PPVIX | SSGSX | PPVIX / SSGSX | |
| Total Expense Ratio | 0.94 | 1.26 | 75% |
| Annual Report Gross Expense Ratio | 1.02 | 1.26 | 81% |
| Fund Existence | 21 years | 26 years | - |
| Gain YTD | 1.044 | -2.068 | -51% |
| 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 | 1.32 | 0.51 | 260% |
| Returns for 1 year | -2.53 | -1.26 | 201% |
| Returns for 3 years | 6.35 | 2.38 | 267% |
| Returns for 5 years | 45.77 | 29.33 | 156% |
| Returns for 10 years | -6.92 | 16.52 | -42% |
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