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PLARX vs SSGSX
PLARX vs SSGSX Comparison
Open Charts PLARX vs SSGSX
Principal SmallCap Value II R5
Price$11.38
Change+$0.06 (+0.53%)
VolumeN/A
Net Assets1.07B
Victory Sycamore Small Company Opp A
Price$44.46
Change+$0.08 (+0.18%)
VolumeN/A
Net Assets4.98B
PLARX vs SSGSX Comparison Chart in %
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PLARX vs. SSGSX commentary
Nov 20, 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 Hold and SSGSX is a Hold.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 4.98B vs. PLARX (1.07B). PLARX pays higher dividends than SSGSX: PLARX (1.11) vs SSGSX (0.49). PLARX was incepted earlier than SSGSX: PLARX (21 years) vs SSGSX (27 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). PLARX annual gain was more profitable for investors over the last year : -12.01 vs. SSGSX (-14.44). PLARX return over 5 years is better than : 14.37 vs. SSGSX (2.06).
| 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 | 27 years | - |
| Gain YTD | 1.434 | -4.415 | -32% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.07B | 4.98B | 21% |
| Annual Yield % from dividends | 1.11 | 0.49 | 229% |
| Returns for 1 year | -12.01 | -14.44 | 83% |
| Returns for 3 years | -2.33 | -10.47 | 22% |
| Returns for 5 years | 14.37 | 2.06 | 696% |
| Returns for 10 years | -5.39 | 12.64 | -43% |
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