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PSMVX vs SSGSX
PSMVX vs SSGSX Comparison
Open Charts PSMVX vs SSGSX
Principal SmallCap Value II R6
Price$12.33
Change+$0.33 (+2.75%)
VolumeN/A
Net Assets1.21B
Victory Sycamore Small Company Opp A
Price$48.32
Change+$1.94 (+4.18%)
VolumeN/A
Net Assets5.04B
PSMVX vs SSGSX Comparison Chart in %
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PSMVX 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 PSMVX is a Hold and SSGSX is a Buy.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.04B vs. PSMVX (1.21B). PSMVX pays higher dividends than SSGSX: PSMVX (1.17) vs SSGSX (0.58). PSMVX was incepted earlier than SSGSX: PSMVX (11 years) vs SSGSX (27 years). SSGSX (1.23) is less costly to investors than PSMVX (0.91). PSMVX is a more actively managed with annual turnover of: 89.90 vs. SSGSX (50.00). PSMVX has a lower initial minimum investment than SSGSX: PSMVX (0) vs SSGSX (2500). PSMVX annual gain was more profitable for investors over the last year : 7.22 vs. SSGSX (3.83). PSMVX return over 5 years is better than : 5.72 vs. SSGSX (-0.23).
| PSMVX | SSGSX | PSMVX / SSGSX | |
| Total Expense Ratio | 0.88 | 1.23 | 72% |
| Annual Report Gross Expense Ratio | 0.91 | 1.23 | 74% |
| Fund Existence | 11 years | 27 years | - |
| Gain YTD | 7.874 | 8.123 | 97% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.21B | 5.04B | 24% |
| Annual Yield % from dividends | 1.17 | 0.58 | 202% |
| Returns for 1 year | 7.22 | 3.83 | 188% |
| Returns for 3 years | 8.97 | -3.10 | -289% |
| Returns for 5 years | 5.72 | -0.23 | -2,528% |
| Returns for 10 years | 35.59 | 53.01 | 67% |
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