Interact to see
Advertisement
Advertisement
PSMJX vs SSGSX
PSMJX vs SSGSX Comparison
Open Charts PSMJX vs SSGSX
Principal SmallCap Value II J
Price$11.48
Change+$0.12 (+1.06%)
VolumeN/A
Net Assets1.13B
Victory Sycamore Small Company Opp A
Price$46.75
Change+$0.49 (+1.06%)
VolumeN/A
Net Assets5.51B
PSMJX vs SSGSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PSMJX vs. SSGSX commentary
Sep 28, 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 PSMJX is a Hold and SSGSX is a Hold.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.52B vs. PSMJX (1.13B). PSMJX pays higher dividends than SSGSX: PSMJX (1.07) vs SSGSX (0.47). PSMJX was incepted earlier than SSGSX: PSMJX (17 years) vs SSGSX (27 years). SSGSX (1.26) and PSMJX (1.22) have similar cost to investors . PSMJX is a more actively managed with annual turnover of: 73.90 vs. SSGSX (37.00). PSMJX has a lower initial minimum investment than SSGSX: PSMJX (1000) vs SSGSX (2500). SSGSX annual gain was more profitable for investors over the last year : -4.89 vs. PSMJX (-5.20). PSMJX return over 5 years is better than : 44.80 vs. SSGSX (31.67).
| PSMJX | SSGSX | PSMJX / SSGSX | |
| Total Expense Ratio | 1.20 | 1.26 | 95% |
| Annual Report Gross Expense Ratio | 1.22 | 1.26 | 97% |
| Fund Existence | 17 years | 27 years | - |
| Gain YTD | 4.840 | 0.689 | 702% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.13B | 5.52B | 20% |
| Annual Yield % from dividends | 1.07 | 0.47 | 226% |
| Returns for 1 year | -5.20 | -4.89 | 106% |
| Returns for 3 years | 15.37 | 9.83 | 156% |
| Returns for 5 years | 44.80 | 31.67 | 141% |
| Returns for 10 years | 2.03 | 27.73 | 7% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| SSVIX | 23.46 | 0.31 | +1.34% |
| Columbia Select Small Cap Value Inst2 | |||
| DIEAX | 44.69 | 0.45 | +1.02% |
| BNY Mellon International Core Equity A | |||
| VCBCX | 21.17 | 0.10 | +0.47% |
| VALIC Company I Systematic Growth | |||
| MGGLX | 36.93 | 0.08 | +0.22% |
| Morgan Stanley Inst Global Opp L | |||
| NEFFX | 73.65 | -0.11 | -0.15% |
| American Funds New Economy F2 | |||