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PSMJX vs SSGSX
PSMJX vs SSGSX Comparison
Open Charts PSMJX vs SSGSX
Principal SmallCap Value II J
Price$11.04
Change+$0.08 (+0.73%)
VolumeN/A
Net Assets1.14B
Victory Sycamore Small Company Opp A
Price$45.47
Change+$0.28 (+0.62%)
VolumeN/A
Net Assets5.82B
PSMJX vs SSGSX Comparison Chart in %
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PSMJX 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 PSMJX is a Buy and SSGSX is a Buy.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.82B vs. PSMJX (1.14B). PSMJX pays higher dividends than SSGSX: PSMJX (1.16) vs SSGSX (0.51). 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 : -1.26 vs. PSMJX (-3.31). PSMJX return over 5 years is better than : 41.50 vs. SSGSX (29.33).
| 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 | 0.822 | -2.068 | -40% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.14B | 5.82B | 20% |
| Annual Yield % from dividends | 1.16 | 0.51 | 229% |
| Returns for 1 year | -3.31 | -1.26 | 262% |
| Returns for 3 years | 4.58 | 2.38 | 192% |
| Returns for 5 years | 41.50 | 29.33 | 142% |
| Returns for 10 years | -12.64 | 16.52 | -76% |
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