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PSMVX vs SSGSX
PSMVX vs SSGSX Comparison
Open Charts PSMVX vs SSGSX
Principal SmallCap Value II R6
Price$9.80
Change+$0.08 (+0.82%)
VolumeN/A
Net Assets966.85M
Victory Sycamore Small Company Opp A
Price$39.45
Change+$0.34 (+0.87%)
VolumeN/A
Net Assets5.22B
PSMVX vs SSGSX Comparison Chart
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PSMVX vs. SSGSX commentary
Apr 18, 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 Buy.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.22B vs. PSMVX (967M). PSMVX pays higher dividends than SSGSX: PSMVX (1.39) vs SSGSX (0.52). PSMVX was incepted earlier than SSGSX: PSMVX (10 years) vs SSGSX (26 years). SSGSX (1.26) is less costly to investors than PSMVX (0.96). 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 : -14.11 vs. PSMVX (-15.72). PSMVX return over 5 years is better than : 36.63 vs. SSGSX (18.70).
| PSMVX | SSGSX | PSMVX / SSGSX | |
| Total Expense Ratio | 0.94 | 1.26 | 75% |
| Annual Report Gross Expense Ratio | 0.96 | 1.26 | 76% |
| Fund Existence | 10 years | 26 years | - |
| Gain YTD | -15.405 | -15.766 | 98% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 967M | 5.22B | 19% |
| Annual Yield % from dividends | 1.39 | 0.52 | 269% |
| Returns for 1 year | -15.72 | -14.11 | 111% |
| Returns for 3 years | -19.11 | -18.13 | 105% |
| Returns for 5 years | 36.63 | 18.70 | 196% |
| Returns for 10 years | -22.03 | 0.15 | -14,578% |
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