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PSMVX vs SSGSX
PSMVX vs SSGSX Comparison
Open Charts PSMVX vs SSGSX
Principal SmallCap Value II R6
Price$11.60
Change+$0.08 (+0.69%)
VolumeN/A
Net Assets1.14B
Victory Sycamore Small Company Opp A
Price$45.47
Change+$0.28 (+0.62%)
VolumeN/A
Net Assets5.82B
PSMVX vs SSGSX Comparison Chart in %
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PSMVX 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 PSMVX is a Buy and SSGSX is a Hold.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.82B vs. PSMVX (1.14B). PSMVX pays higher dividends than SSGSX: PSMVX (1.35) vs SSGSX (0.51). PSMVX was incepted earlier than SSGSX: PSMVX (11 years) vs SSGSX (26 years). SSGSX (1.26) is less costly to investors than PSMVX (0.91). PSMVX is a more actively managed with annual turnover of: 73.90 vs. SSGSX (37.00). PSMVX has a lower initial minimum investment than SSGSX: PSMVX (0) vs SSGSX (2500). SSGSX annual gain was more profitable for investors over the last year : -1.26 vs. PSMVX (-2.59). PSMVX return over 5 years is better than : 45.81 vs. SSGSX (29.33).
| PSMVX | SSGSX | PSMVX / SSGSX | |
| Total Expense Ratio | 0.88 | 1.26 | 70% |
| Annual Report Gross Expense Ratio | 0.91 | 1.26 | 72% |
| Fund Existence | 11 years | 26 years | - |
| Gain YTD | 0.957 | -2.068 | -46% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.14B | 5.82B | 20% |
| Annual Yield % from dividends | 1.35 | 0.51 | 266% |
| Returns for 1 year | -2.59 | -1.26 | 205% |
| Returns for 3 years | 6.42 | 2.38 | 270% |
| Returns for 5 years | 45.81 | 29.33 | 156% |
| Returns for 10 years | -6.81 | 16.52 | -41% |
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