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PLARX vs SSGSX
PLARX vs SSGSX Comparison
Open Charts PLARX vs SSGSX
Principal SmallCap Value II R5
Price$10.47
Change+$0.14 (+1.36%)
VolumeN/A
Net Assets1.06B
Victory Sycamore Small Company Opp A
Price$42.96
Change+$0.52 (+1.23%)
VolumeN/A
Net Assets5.55B
PLARX vs SSGSX Comparison Chart
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PLARX vs. SSGSX commentary
Jun 07, 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 PLARX is a Buy and SSGSX is a Buy.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.55B vs. PLARX (1.06B). PLARX pays higher dividends than SSGSX: PLARX (1.24) vs SSGSX (0.52). PLARX was incepted earlier than SSGSX: PLARX (21 years) vs SSGSX (26 years). SSGSX (1.26) is less costly to investors than PLARX (1.15). PLARX is a more actively managed with annual turnover of: 73.90 vs. SSGSX (37.00). PLARX has a lower initial minimum investment than SSGSX: PLARX (0) vs SSGSX (2500). SSGSX annual gain was more profitable for investors over the last year : -9.66 vs. PLARX (-11.11). PLARX return over 5 years is better than : 17.56 vs. SSGSX (8.79).
| PLARX | SSGSX | PLARX / SSGSX | |
| Total Expense Ratio | 1.13 | 1.26 | 90% |
| Annual Report Gross Expense Ratio | 1.15 | 1.26 | 91% |
| Fund Existence | 21 years | 26 years | - |
| Gain YTD | -7.437 | -8.594 | 87% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.06B | 5.55B | 19% |
| Annual Yield % from dividends | 1.24 | 0.52 | 237% |
| Returns for 1 year | -11.11 | -9.66 | 115% |
| Returns for 3 years | -14.06 | -12.89 | 109% |
| Returns for 5 years | 17.56 | 8.79 | 200% |
| Returns for 10 years | -17.63 | 8.65 | -204% |
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