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PSMJX vs SSGSX
PSMJX vs SSGSX Comparison
Open Charts PSMJX vs SSGSX
Principal SmallCap Value II J
Price$11.56
Change+$0.19 (+1.67%)
VolumeN/A
Net Assets1.14B
Victory Sycamore Small Company Opp A
Price$47.38
Change+$0.08 (+0.17%)
VolumeN/A
Net Assets5.64B
PSMJX vs SSGSX Comparison Chart in %
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PSMJX vs. SSGSX commentary
Sep 06, 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 Buy and SSGSX is a Buy.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.64B vs. PSMJX (1.14B). PSMJX pays higher dividends than SSGSX: PSMJX (1.07) vs SSGSX (0.47). PSMJX was incepted earlier than SSGSX: PSMJX (17 years) vs SSGSX (26 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 : -1.73 vs. PSMJX (-1.98). PSMJX return over 5 years is better than : 36.15 vs. SSGSX (22.74).
| 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 | 26 years | - |
| Gain YTD | 5.571 | 1.874 | 297% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.14B | 5.64B | 20% |
| Annual Yield % from dividends | 1.07 | 0.47 | 226% |
| Returns for 1 year | -1.98 | -1.73 | 115% |
| Returns for 3 years | 7.90 | 3.80 | 208% |
| Returns for 5 years | 36.15 | 22.74 | 159% |
| Returns for 10 years | -2.95 | 24.50 | -12% |
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