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PSMVX vs SSGSX
PSMVX vs SSGSX Comparison
Open Charts PSMVX vs SSGSX
Principal SmallCap Value II R6
Price$10.86
Change+$0.39 (+3.72%)
VolumeN/A
Net Assets1.05B
Victory Sycamore Small Company Opp A
Price$43.25
Change+$1.48 (+3.54%)
VolumeN/A
Net Assets5.52B
PSMVX vs SSGSX Comparison Chart
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PSMVX vs. SSGSX commentary
May 13, 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: 5.52B vs. PSMVX (1.05B). PSMVX pays higher dividends than SSGSX: PSMVX (1.46) vs SSGSX (0.54). PSMVX was incepted earlier than SSGSX: PSMVX (10 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 : -13.07 vs. PSMVX (-14.14). PSMVX return over 5 years is better than : 52.93 vs. SSGSX (35.33).
| PSMVX | SSGSX | PSMVX / SSGSX | |
| Total Expense Ratio | 0.88 | 1.26 | 70% |
| Annual Report Gross Expense Ratio | 0.91 | 1.26 | 72% |
| Fund Existence | 10 years | 26 years | - |
| Gain YTD | -8.877 | -10.037 | 88% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.05B | 5.52B | 19% |
| Annual Yield % from dividends | 1.46 | 0.54 | 268% |
| Returns for 1 year | -14.14 | -13.07 | 108% |
| Returns for 3 years | -7.73 | -9.53 | 81% |
| Returns for 5 years | 52.93 | 35.33 | 150% |
| Returns for 10 years | -15.95 | 6.88 | -232% |
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