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PSMJX vs SSGSX
PSMJX vs SSGSX Comparison
Open Charts PSMJX vs SSGSX
Principal SmallCap Value II J
Price$10.20
Change-$0.19 (-1.83%)
VolumeN/A
Net Assets1.07B
Victory Sycamore Small Company Opp A
Price$42.53
Change-$0.78 (-1.80%)
VolumeN/A
Net Assets5.52B
PSMJX vs SSGSX Comparison Chart
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PSMJX vs. SSGSX commentary
Jun 15, 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 (1.07B). PSMJX pays higher dividends than SSGSX: PSMJX (1.21) vs SSGSX (0.52). PSMJX was incepted earlier than SSGSX: PSMJX (16 years) vs SSGSX (26 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 : -8.36 vs. PSMJX (-10.12). PSMJX return over 5 years is better than : 29.92 vs. SSGSX (21.72).
| PSMJX | SSGSX | PSMJX / SSGSX | |
| Total Expense Ratio | 1.20 | 1.26 | 95% |
| Annual Report Gross Expense Ratio | 1.22 | 1.26 | 97% |
| Fund Existence | 16 years | 26 years | - |
| Gain YTD | -6.849 | -8.400 | 82% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.07B | 5.52B | 19% |
| Annual Yield % from dividends | 1.21 | 0.52 | 230% |
| Returns for 1 year | -10.12 | -8.36 | 121% |
| Returns for 3 years | -4.62 | -3.90 | 118% |
| Returns for 5 years | 29.92 | 21.72 | 138% |
| Returns for 10 years | -20.49 | 7.10 | -289% |
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