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PSMVX vs SSGSX
PSMVX vs SSGSX Comparison
Open Charts PSMVX vs SSGSX
Principal SmallCap Value II R6
Price$11.35
Change+$0.04 (+0.35%)
VolumeN/A
Net Assets1.11B
Victory Sycamore Small Company Opp A
Price$44.46
Change+$0.19 (+0.43%)
VolumeN/A
Net Assets5.64B
PSMVX vs SSGSX Comparison Chart in %
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PSMVX vs. SSGSX commentary
Jul 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 Hold.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.64B vs. PSMVX (1.11B). PSMVX pays higher dividends than SSGSX: PSMVX (1.35) vs SSGSX (0.51). 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 annual gain was more profitable for investors over the last year : -11.73 vs. PSMVX (-13.48). PSMVX return over 5 years is better than : 38.02 vs. SSGSX (21.18).
| 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 | -1.567 | -4.652 | 34% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.11B | 5.64B | 20% |
| Annual Yield % from dividends | 1.35 | 0.51 | 266% |
| Returns for 1 year | -13.48 | -11.73 | 115% |
| Returns for 3 years | 4.04 | 0.50 | 800% |
| Returns for 5 years | 38.02 | 21.18 | 179% |
| Returns for 10 years | -9.41 | 13.53 | -70% |
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