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PSMVX vs SSGSX
PSMVX vs SSGSX Comparison
Open Charts PSMVX vs SSGSX
Principal SmallCap Value II R6
Price$11.95
Change-$0.19 (-1.57%)
VolumeN/A
Net Assets1.11B
Victory Sycamore Small Company Opp A
Price$45.80
Change-$0.57 (-1.23%)
VolumeN/A
Net Assets5.23B
PSMVX vs SSGSX Comparison Chart in %
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PSMVX vs. SSGSX commentary
Nov 14, 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: 5.23B vs. PSMVX (1.11B). PSMVX pays higher dividends than SSGSX: PSMVX (1.26) vs SSGSX (0.49). 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 : -9.65 vs. SSGSX (-12.62). PSMVX return over 5 years is better than : 24.84 vs. SSGSX (8.71).
| 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 | 5.657 | -0.129 | -4,378% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.11B | 5.23B | 21% |
| Annual Yield % from dividends | 1.26 | 0.49 | 258% |
| Returns for 1 year | -9.65 | -12.62 | 76% |
| Returns for 3 years | 1.52 | -6.25 | -24% |
| Returns for 5 years | 24.84 | 8.71 | 285% |
| Returns for 10 years | 4.91 | 20.45 | 24% |
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