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PSMVX vs SSGSX
PSMVX vs SSGSX Comparison
Open Charts PSMVX vs SSGSX
Principal SmallCap Value II R6
Price$11.68
Change+$0.04 (+0.34%)
VolumeN/A
Net Assets1.1B
Victory Sycamore Small Company Opp A
Price$45.78
Change+$0.17 (+0.37%)
VolumeN/A
Net Assets5.51B
PSMVX vs SSGSX Comparison Chart in %
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PSMVX vs. SSGSX commentary
Aug 20, 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 StrongBuy and SSGSX is a Buy.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.51B vs. PSMVX (1.1B). PSMVX pays higher dividends than SSGSX: PSMVX (1.32) vs SSGSX (0.50). 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 : -5.70 vs. PSMVX (-6.34). PSMVX return over 5 years is better than : 35.57 vs. SSGSX (19.32).
| 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 | 1.654 | -1.400 | -118% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.1B | 5.51B | 20% |
| Annual Yield % from dividends | 1.32 | 0.50 | 265% |
| Returns for 1 year | -6.34 | -5.70 | 111% |
| Returns for 3 years | -3.58 | -7.91 | 45% |
| Returns for 5 years | 35.57 | 19.32 | 184% |
| Returns for 10 years | -0.49 | 20.44 | -2% |
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