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PSMVX vs SSGSX
PSMVX vs SSGSX Comparison
Open Charts PSMVX vs SSGSX
Principal SmallCap Value II R6
Price$11.71
Change-$0.02 (-0.17%)
VolumeN/A
Net Assets1.07B
Victory Sycamore Small Company Opp A
Price$44.37
Change-$0.09 (-0.20%)
VolumeN/A
Net Assets4.96B
PSMVX vs SSGSX Comparison Chart in %
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PSMVX vs. SSGSX commentary
Nov 20, 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: 4.96B vs. PSMVX (1.07B). PSMVX pays higher dividends than SSGSX: PSMVX (1.26) vs SSGSX (0.49). 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). PSMVX annual gain was more profitable for investors over the last year : -10.93 vs. SSGSX (-13.94). PSMVX return over 5 years is better than : 17.50 vs. SSGSX (2.50).
| 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 | 2.089 | -4.243 | -49% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.07B | 4.96B | 22% |
| Annual Yield % from dividends | 1.26 | 0.49 | 258% |
| Returns for 1 year | -10.93 | -13.94 | 78% |
| Returns for 3 years | -0.70 | -10.31 | 7% |
| Returns for 5 years | 17.50 | 2.50 | 699% |
| Returns for 10 years | -1.00 | 12.84 | -8% |
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