Interact to see
Advertisement
Advertisement
PJARX vs SSGSX
PJARX vs SSGSX Comparison
Open Charts PJARX vs SSGSX
Principal SmallCap Value II R3
Price$11.31
Change+$0.20 (+1.80%)
VolumeN/A
Net Assets1.13B
Victory Sycamore Small Company Opp A
Price$47.72
Change+$0.79 (+1.68%)
VolumeN/A
Net Assets5.58B
PJARX vs SSGSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PJARX vs. SSGSX commentary
Sep 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 PJARX is a Hold and SSGSX is a Hold.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.58B vs. PJARX (1.13B). PJARX pays higher dividends than SSGSX: PJARX (0.87) vs SSGSX (0.47). PJARX was incepted earlier than SSGSX: PJARX (21 years) vs SSGSX (27 years). PJARX (1.46) is less costly to investors than SSGSX (1.26). PJARX is a more actively managed with annual turnover of: 73.90 vs. SSGSX (37.00). PJARX has a lower initial minimum investment than SSGSX: PJARX (0) vs SSGSX (2500). SSGSX annual gain was more profitable for investors over the last year : -4.39 vs. PJARX (-5.85). PJARX return over 5 years is better than : 33.82 vs. SSGSX (27.02).
| PJARX | SSGSX | PJARX / SSGSX | |
| Total Expense Ratio | 1.44 | 1.26 | 114% |
| Annual Report Gross Expense Ratio | 1.46 | 1.26 | 116% |
| Fund Existence | 21 years | 27 years | - |
| Gain YTD | 4.221 | 1.077 | 392% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.13B | 5.58B | 20% |
| Annual Yield % from dividends | 0.87 | 0.47 | 184% |
| Returns for 1 year | -5.85 | -4.39 | 133% |
| Returns for 3 years | 4.30 | 1.90 | 226% |
| Returns for 5 years | 33.82 | 27.02 | 125% |
| Returns for 10 years | -6.29 | 23.85 | -26% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement