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PJARX vs SSGSX
PJARX vs SSGSX Comparison
Open Charts PJARX vs SSGSX
Principal SmallCap Value II R3
Price$10.42
Change-$0.02 (-0.19%)
VolumeN/A
Net Assets1.1B
Victory Sycamore Small Company Opp A
Price$44.06
Change-$0.23 (-0.52%)
VolumeN/A
Net Assets5.38B
PJARX vs SSGSX Comparison Chart in %
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PJARX vs. SSGSX commentary
Aug 12, 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 StrongBuy and SSGSX is a Hold.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.38B vs. PJARX (1.1B). PJARX pays higher dividends than SSGSX: PJARX (0.92) vs SSGSX (0.50). PJARX was incepted earlier than SSGSX: PJARX (21 years) vs SSGSX (26 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 : -6.04 vs. PJARX (-7.74). PJARX return over 5 years is better than : 20.50 vs. SSGSX (11.98).
| 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 | 26 years | - |
| Gain YTD | -2.064 | -4.609 | 45% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.1B | 5.38B | 20% |
| Annual Yield % from dividends | 0.92 | 0.50 | 185% |
| Returns for 1 year | -7.74 | -6.04 | 128% |
| Returns for 3 years | -10.49 | -11.33 | 93% |
| Returns for 5 years | 20.50 | 11.98 | 171% |
| Returns for 10 years | -16.44 | 12.21 | -135% |
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