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PSMVX vs SSGSX
PSMVX vs SSGSX Comparison
Open Charts PSMVX vs SSGSX
Principal SmallCap Value II R6
Price$11.85
Change+$0.03 (+0.25%)
VolumeN/A
Net Assets1.09B
Victory Sycamore Small Company Opp A
Price$45.95
Change+$0.15 (+0.33%)
VolumeN/A
Net Assets5.31B
PSMVX vs SSGSX Comparison Chart in %
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PSMVX vs. SSGSX commentary
Oct 19, 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 Buy.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.31B vs. PSMVX (1.09B). PSMVX pays higher dividends than SSGSX: PSMVX (1.25) vs SSGSX (0.48). PSMVX was incepted earlier than SSGSX: PSMVX (11 years) vs SSGSX (27 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 (-8.48) and PSMVX (-8.59) have marching annual gain over last year. PSMVX return over 5 years is better than : 31.56 vs. SSGSX (18.06).
| 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 | 27 years | - |
| Gain YTD | 3.133 | -1.034 | -303% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.09B | 5.31B | 21% |
| Annual Yield % from dividends | 1.25 | 0.48 | 263% |
| Returns for 1 year | -8.59 | -8.48 | 101% |
| Returns for 3 years | 7.66 | 1.10 | 698% |
| Returns for 5 years | 31.56 | 18.06 | 175% |
| Returns for 10 years | 0.33 | 18.76 | 2% |
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