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PSMJX vs SSGSX
PSMJX vs SSGSX Comparison
Open Charts PSMJX vs SSGSX
Principal SmallCap Value II J
Price$11.69
Change+$0.29 (+2.54%)
VolumeN/A
Net Assets1.21B
Victory Sycamore Small Company Opp A
Price$48.32
Change+$1.94 (+4.18%)
VolumeN/A
Net Assets5.04B
PSMJX vs SSGSX Comparison Chart in %
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PSMJX vs. SSGSX commentary
Feb 05, 2026
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: 5.04B vs. PSMJX (1.21B). PSMJX pays higher dividends than SSGSX: PSMJX (0.93) vs SSGSX (0.58). PSMJX was incepted earlier than SSGSX: PSMJX (17 years) vs SSGSX (27 years). SSGSX (1.23) and PSMJX (1.22) have similar cost to investors . PSMJX is a more actively managed with annual turnover of: 89.90 vs. SSGSX (50.00). PSMJX has a lower initial minimum investment than SSGSX: PSMJX (1000) vs SSGSX (2500). PSMJX annual gain was more profitable for investors over the last year : 6.41 vs. SSGSX (3.83). PSMJX return over 5 years is better than : 2.23 vs. SSGSX (-0.23).
| PSMJX | SSGSX | PSMJX / SSGSX | |
| Total Expense Ratio | 1.20 | 1.23 | 98% |
| Annual Report Gross Expense Ratio | 1.22 | 1.23 | 99% |
| Fund Existence | 17 years | 27 years | - |
| Gain YTD | 7.841 | 8.123 | 97% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.21B | 5.04B | 24% |
| Annual Yield % from dividends | 0.93 | 0.58 | 161% |
| Returns for 1 year | 6.41 | 3.83 | 167% |
| Returns for 3 years | 6.90 | -3.10 | -222% |
| Returns for 5 years | 2.23 | -0.23 | -984% |
| Returns for 10 years | 27.04 | 53.01 | 51% |
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