Interact to see
Advertisement
Advertisement
PSMVX vs SSGSX
PSMVX vs SSGSX Comparison
Open Charts PSMVX vs SSGSX
Principal SmallCap Value II R6
Price$12.23
Change+$0.21 (+1.75%)
VolumeN/A
Net Assets1.13B
Victory Sycamore Small Company Opp A
Price$47.72
Change+$0.79 (+1.68%)
VolumeN/A
Net Assets5.58B
PSMVX vs SSGSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PSMVX vs. SSGSX commentary
Sep 19, 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 Hold and SSGSX is a Hold.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.58B vs. PSMVX (1.13B). PSMVX pays higher dividends than SSGSX: PSMVX (1.25) vs SSGSX (0.47). PSMVX was incepted earlier than SSGSX: PSMVX (11 years) vs SSGSX (27 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 : -4.39 vs. PSMVX (-4.66). PSMVX return over 5 years is better than : 40.45 vs. SSGSX (27.02).
| 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 | 27 years | - |
| Gain YTD | 4.613 | 1.077 | 428% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.13B | 5.58B | 20% |
| Annual Yield % from dividends | 1.25 | 0.47 | 263% |
| Returns for 1 year | -4.66 | -4.39 | 106% |
| Returns for 3 years | 7.41 | 1.90 | 389% |
| Returns for 5 years | 40.45 | 27.02 | 150% |
| Returns for 10 years | 3.14 | 23.85 | 13% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement