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PSMJX vs SSGSX
PSMJX vs SSGSX Comparison
Open Charts PSMJX vs SSGSX
Principal SmallCap Value II J
Price$11.26
Change+$0.03 (+0.27%)
VolumeN/A
Net Assets1.09B
Victory Sycamore Small Company Opp A
Price$45.95
Change+$0.15 (+0.33%)
VolumeN/A
Net Assets5.31B
PSMJX vs SSGSX Comparison Chart in %
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PSMJX vs. SSGSX commentary
Oct 19, 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 Buy.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.31B vs. PSMJX (1.09B). PSMJX pays higher dividends than SSGSX: PSMJX (1.08) vs SSGSX (0.48). 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 : -8.48 vs. PSMJX (-9.31). PSMJX return over 5 years is better than : 27.67 vs. SSGSX (18.06).
| 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 | 2.831 | -1.034 | -274% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.09B | 5.31B | 21% |
| Annual Yield % from dividends | 1.08 | 0.48 | 227% |
| Returns for 1 year | -9.31 | -8.48 | 110% |
| Returns for 3 years | 5.78 | 1.10 | 526% |
| Returns for 5 years | 27.67 | 18.06 | 153% |
| Returns for 10 years | -5.99 | 18.76 | -32% |