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PSMVX vs SSGSX
PSMVX vs SSGSX Comparison
Open Charts PSMVX vs SSGSX
Principal SmallCap Value II R6
Price$10.64
Change-$0.02 (-0.19%)
VolumeN/A
Net Assets1.06B
Victory Sycamore Small Company Opp A
Price$42.44
Change-$0.09 (-0.21%)
VolumeN/A
Net Assets5.56B
PSMVX vs SSGSX Comparison Chart
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PSMVX vs. SSGSX commentary
Jun 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 PSMVX is a Buy and SSGSX is a Buy.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.57B vs. PSMVX (1.07B). PSMVX pays higher dividends than SSGSX: PSMVX (1.40) vs SSGSX (0.52). PSMVX was incepted earlier than SSGSX: PSMVX (11 years) vs SSGSX (26 years). SSGSX (1.26) is less costly to investors than PSMVX (0.91). PSMVX is a more actively managed with annual turnover of: 73.90 vs. SSGSX (37.00). PSMVX has a lower initial minimum investment than SSGSX: PSMVX (0) vs SSGSX (2500). SSGSX annual gain was more profitable for investors over the last year : -9.66 vs. PSMVX (-10.92). PSMVX return over 5 years is better than : 20.13 vs. SSGSX (9.02).
| PSMVX | SSGSX | PSMVX / SSGSX | |
| Total Expense Ratio | 0.88 | 1.26 | 70% |
| Annual Report Gross Expense Ratio | 0.91 | 1.26 | 72% |
| Fund Existence | 11 years | 26 years | - |
| Gain YTD | -7.224 | -8.400 | 86% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.07B | 5.57B | 19% |
| Annual Yield % from dividends | 1.40 | 0.52 | 268% |
| Returns for 1 year | -10.92 | -9.66 | 113% |
| Returns for 3 years | -12.00 | -12.21 | 98% |
| Returns for 5 years | 20.13 | 9.02 | 223% |
| Returns for 10 years | -14.24 | 8.85 | -161% |
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