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PSMVX vs SSGSX
PSMVX vs SSGSX Comparison
Open Charts PSMVX vs SSGSX
Principal SmallCap Value II R6
Price$11.63
Change-$0.03 (-0.26%)
VolumeN/A
Net Assets1.15B
Victory Sycamore Small Company Opp A
Price$45.64
Change+$0.01 (+0.02%)
VolumeN/A
Net Assets5.12B
PSMVX vs SSGSX Comparison Chart in %
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PSMVX vs. SSGSX commentary
Dec 27, 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 Hold and SSGSX is a Hold.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.12B vs. PSMVX (1.15B). PSMVX pays higher dividends than SSGSX: PSMVX (1.22) vs SSGSX (0.48). 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: 73.90 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 : 0.17 vs. SSGSX (-2.93). PSMVX return over 5 years is better than : 7.46 vs. SSGSX (-0.61).
| 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 | 1.218 | -1.701 | -72% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.15B | 5.12B | 22% |
| Annual Yield % from dividends | 1.22 | 0.48 | 256% |
| Returns for 1 year | 0.17 | -2.93 | -6% |
| Returns for 3 years | 14.18 | 0.24 | 6,011% |
| Returns for 5 years | 7.46 | -0.61 | -1,218% |
| Returns for 10 years | 10.72 | 28.96 | 37% |
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