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PLARX vs SSGSX
PLARX vs SSGSX Comparison
Open Charts PLARX vs SSGSX
Principal SmallCap Value II R5
Price$11.08
Change-$0.07 (-0.63%)
VolumeN/A
Net Assets1.12B
Victory Sycamore Small Company Opp A
Price$44.73
Change-$0.25 (-0.56%)
VolumeN/A
Net Assets5.68B
PLARX vs SSGSX Comparison Chart in %
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PLARX vs. SSGSX commentary
Jul 21, 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 Hold.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.68B vs. PLARX (1.12B). PLARX pays higher dividends than SSGSX: PLARX (1.19) vs SSGSX (0.51). 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 : -9.72 vs. PLARX (-11.43). PLARX return over 5 years is better than : 36.60 vs. SSGSX (22.44).
| 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 | -0.717 | -3.661 | 20% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.12B | 5.68B | 20% |
| Annual Yield % from dividends | 1.19 | 0.51 | 236% |
| Returns for 1 year | -11.43 | -9.72 | 118% |
| Returns for 3 years | 0.51 | -1.67 | -30% |
| Returns for 5 years | 36.60 | 22.44 | 163% |
| Returns for 10 years | -11.45 | 15.87 | -72% |
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