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PSMVX vs SSGSX
PSMVX vs SSGSX Comparison
Open Charts PSMVX vs SSGSX
Principal SmallCap Value II R6
Price$11.56
Change+$0.08 (+0.70%)
VolumeN/A
Net Assets1.13B
Victory Sycamore Small Company Opp A
Price$45.37
Change+$0.32 (+0.71%)
VolumeN/A
Net Assets5.73B
PSMVX vs SSGSX Comparison Chart in %
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PSMVX vs. SSGSX commentary
Jul 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 Buy and SSGSX is a Buy.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.73B vs. PSMVX (1.13B). 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 : -8.77 vs. PSMVX (-10.55). PSMVX return over 5 years is better than : 40.09 vs. SSGSX (23.49).
| 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 | 0.609 | -2.283 | -27% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.13B | 5.73B | 20% |
| Annual Yield % from dividends | 1.35 | 0.51 | 266% |
| Returns for 1 year | -10.55 | -8.77 | 120% |
| Returns for 3 years | 1.79 | -2.14 | -84% |
| Returns for 5 years | 40.09 | 23.49 | 171% |
| Returns for 10 years | -4.73 | 18.39 | -26% |
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