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PSMJX vs SSGSX
PSMJX vs SSGSX Comparison
Open Charts PSMJX vs SSGSX
Principal SmallCap Value II J
Price$11.23
Change-$0.20 (-1.75%)
VolumeN/A
Net Assets1.11B
Victory Sycamore Small Company Opp A
Price$45.80
Change-$0.67 (-1.44%)
VolumeN/A
Net Assets5.39B
PSMJX vs SSGSX Comparison Chart in %
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PSMJX vs. SSGSX commentary
Oct 17, 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 PSMJX is a Hold and SSGSX is a Hold.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.39B vs. PSMJX (1.11B). PSMJX pays higher dividends than SSGSX: PSMJX (1.08) vs SSGSX (0.48). PSMJX was incepted earlier than SSGSX: PSMJX (17 years) vs SSGSX (27 years). SSGSX (1.26) and PSMJX (1.22) have similar cost to investors . PSMJX is a more actively managed with annual turnover of: 73.90 vs. SSGSX (37.00). PSMJX has a lower initial minimum investment than SSGSX: PSMJX (1000) vs SSGSX (2500). SSGSX annual gain was more profitable for investors over the last year : -7.19 vs. PSMJX (-7.79). PSMJX return over 5 years is better than : 29.59 vs. SSGSX (19.40).
| PSMJX | SSGSX | PSMJX / SSGSX | |
| Total Expense Ratio | 1.20 | 1.26 | 95% |
| Annual Report Gross Expense Ratio | 1.22 | 1.26 | 97% |
| Fund Existence | 17 years | 27 years | - |
| Gain YTD | 4.384 | 0.086 | 5,088% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.11B | 5.39B | 21% |
| Annual Yield % from dividends | 1.08 | 0.48 | 227% |
| Returns for 1 year | -7.79 | -7.19 | 108% |
| Returns for 3 years | 8.67 | 3.48 | 249% |
| Returns for 5 years | 29.59 | 19.40 | 153% |
| Returns for 10 years | -4.19 | 20.29 | -21% |
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