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PSMVX vs SSGSX
PSMVX vs SSGSX Comparison
Open Charts PSMVX vs SSGSX
Principal SmallCap Value II R6
Price$11.26
Change-$0.04 (-0.35%)
VolumeN/A
Net Assets1.1B
Victory Sycamore Small Company Opp A
Price$44.14
Change-$0.11 (-0.25%)
VolumeN/A
Net Assets5.38B
PSMVX vs SSGSX Comparison Chart in %
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PSMVX vs. SSGSX commentary
Aug 07, 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 StrongBuy and SSGSX is a Hold.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.38B vs. PSMVX (1.1B). PSMVX pays higher dividends than SSGSX: PSMVX (1.32) vs SSGSX (0.50). 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 (-5.72) and PSMVX (-5.81) have marching annual gain over last year. PSMVX return over 5 years is better than : 29.72 vs. SSGSX (14.39).
| 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 | -1.654 | -4.695 | 35% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.1B | 5.38B | 20% |
| Annual Yield % from dividends | 1.32 | 0.50 | 265% |
| Returns for 1 year | -5.81 | -5.72 | 101% |
| Returns for 3 years | -3.63 | -7.36 | 49% |
| Returns for 5 years | 29.72 | 14.39 | 207% |
| Returns for 10 years | -6.88 | 14.31 | -48% |
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