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PLARX vs SSGSX
PLARX vs SSGSX Comparison
Open Charts PLARX vs SSGSX
Principal SmallCap Value II R5
Price$10.56
Change+$0.13 (+1.25%)
VolumeN/A
Net Assets1.06B
Victory Sycamore Small Company Opp A
Price$43.60
Change+$0.57 (+1.32%)
VolumeN/A
Net Assets5.8B
PLARX vs SSGSX Comparison Chart
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PLARX vs. SSGSX commentary
Apr 04, 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 StrongBuy and SSGSX is a Buy.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.8B vs. PLARX (1.06B). PLARX pays higher dividends than SSGSX: PLARX (1.23) vs SSGSX (0.52). PLARX was incepted earlier than SSGSX: PLARX (21 years) vs SSGSX (26 years). SSGSX (1.26) and PLARX (1.22) have similar cost to investors . 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 : -10.13 vs. PLARX (-11.97). PLARX return over 5 years is better than : 69.57 vs. SSGSX (49.15).
| PLARX | SSGSX | PLARX / SSGSX | |
| Total Expense Ratio | 1.20 | 1.26 | 95% |
| Annual Report Gross Expense Ratio | 1.22 | 1.26 | 97% |
| Fund Existence | 21 years | 26 years | - |
| Gain YTD | -6.541 | -7.323 | 89% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.06B | 5.8B | 18% |
| Annual Yield % from dividends | 1.23 | 0.52 | 238% |
| Returns for 1 year | -11.97 | -10.13 | 118% |
| Returns for 3 years | -14.07 | -12.11 | 116% |
| Returns for 5 years | 69.57 | 49.15 | 142% |
| Returns for 10 years | -17.33 | 9.81 | -177% |
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