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PSMJX vs SSGSX
PSMJX vs SSGSX Comparison
Open Charts PSMJX vs SSGSX
Principal SmallCap Value II J
Price$11.13
Change-$0.02 (-0.18%)
VolumeN/A
Net Assets1.07B
Victory Sycamore Small Company Opp A
Price$44.37
Change-$0.09 (-0.20%)
VolumeN/A
Net Assets4.96B
PSMJX vs SSGSX Comparison Chart in %
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PSMJX vs. SSGSX commentary
Nov 20, 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: 4.96B vs. PSMJX (1.07B). PSMJX pays higher dividends than SSGSX: PSMJX (1.08) vs SSGSX (0.49). 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). PSMJX annual gain was more profitable for investors over the last year : -11.60 vs. SSGSX (-13.94). PSMJX return over 5 years is better than : 14.13 vs. SSGSX (2.50).
| 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 | 1.826 | -4.243 | -43% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.07B | 4.96B | 22% |
| Annual Yield % from dividends | 1.08 | 0.49 | 223% |
| Returns for 1 year | -11.60 | -13.94 | 83% |
| Returns for 3 years | -2.42 | -10.31 | 24% |
| Returns for 5 years | 14.13 | 2.50 | 564% |
| Returns for 10 years | -7.21 | 12.84 | -56% |
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