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PPVIX vs SSGSX
PPVIX vs SSGSX Comparison
Open Charts PPVIX vs SSGSX
Principal SmallCap Value II Instl
Price$10.93
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets1.09B
Victory Sycamore Small Company Opp A
Price$43.31
Change-$0.04 (-0.09%)
VolumeN/A
Net Assets5.65B
PPVIX vs SSGSX Comparison Chart
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PPVIX vs. SSGSX commentary
Jun 13, 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 PPVIX is a Hold and SSGSX is a Buy.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.65B vs. PPVIX (1.09B). PPVIX pays higher dividends than SSGSX: PPVIX (1.37) vs SSGSX (0.52). PPVIX was incepted earlier than SSGSX: PPVIX (21 years) vs SSGSX (26 years). SSGSX (1.26) is less costly to investors than PPVIX (1.02). PPVIX is a more actively managed with annual turnover of: 73.90 vs. SSGSX (37.00). PPVIX has a lower initial minimum investment than SSGSX: PPVIX (0) vs SSGSX (2500). SSGSX annual gain was more profitable for investors over the last year : -7.58 vs. PPVIX (-8.61). PPVIX return over 5 years is better than : 36.38 vs. SSGSX (24.06).
| PPVIX | SSGSX | PPVIX / SSGSX | |
| Total Expense Ratio | 0.94 | 1.26 | 75% |
| Annual Report Gross Expense Ratio | 1.02 | 1.26 | 81% |
| Fund Existence | 21 years | 26 years | - |
| Gain YTD | -4.787 | -6.634 | 72% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.09B | 5.65B | 19% |
| Annual Yield % from dividends | 1.37 | 0.52 | 262% |
| Returns for 1 year | -8.61 | -7.58 | 114% |
| Returns for 3 years | -1.28 | -2.11 | 61% |
| Returns for 5 years | 36.38 | 24.06 | 151% |
| Returns for 10 years | -13.07 | 10.08 | -130% |
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