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PSMVX vs SSGSX
PSMVX vs SSGSX Comparison
Open Charts PSMVX vs SSGSX
Principal SmallCap Value II R6
Price$12.08
Change+$0.13 (+1.09%)
VolumeN/A
Net Assets1.13B
Victory Sycamore Small Company Opp A
Price$46.75
Change+$0.49 (+1.06%)
VolumeN/A
Net Assets5.51B
PSMVX vs SSGSX Comparison Chart in %
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PSMVX vs. SSGSX commentary
Sep 28, 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: 5.52B vs. PSMVX (1.13B). PSMVX pays higher dividends than SSGSX: PSMVX (1.25) vs SSGSX (0.47). 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). PSMVX annual gain was more profitable for investors over the last year : -4.41 vs. SSGSX (-4.89). PSMVX return over 5 years is better than : 49.15 vs. SSGSX (31.67).
| 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 | 5.135 | 0.689 | 745% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.13B | 5.52B | 20% |
| Annual Yield % from dividends | 1.25 | 0.47 | 263% |
| Returns for 1 year | -4.41 | -4.89 | 90% |
| Returns for 3 years | 17.53 | 9.83 | 178% |
| Returns for 5 years | 49.15 | 31.67 | 155% |
| Returns for 10 years | 8.91 | 27.73 | 32% |
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