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PSMVX vs SSGSX
PSMVX vs SSGSX Comparison
Open Charts PSMVX vs SSGSX
Principal SmallCap Value II R6
Price$11.42
Change-$0.26 (-2.23%)
VolumeN/A
Net Assets1.13B
Victory Sycamore Small Company Opp A
Price$45.80
Change-$0.83 (-1.78%)
VolumeN/A
Net Assets6.33B
PSMVX vs SSGSX Comparison Chart
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PSMVX vs. SSGSX commentary
Feb 23, 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: 6.33B vs. PSMVX (1.13B). PSMVX pays higher dividends than SSGSX: PSMVX (1.05) vs SSGSX (0.35). PSMVX was incepted earlier than SSGSX: PSMVX (10 years) vs SSGSX (26 years). PSMVX is a more actively managed with annual turnover of: 65.20 vs. SSGSX (32.00). PSMVX has a lower initial minimum investment than SSGSX: PSMVX (0) vs SSGSX (2500). SSGSX (-2.79) and PSMVX (-2.81) have marching annual gain over last year. PSMVX return over 5 years is better than : 12.46 vs. SSGSX (4.83).
| PSMVX | SSGSX | PSMVX / SSGSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 26 years | - |
| Gain YTD | -0.609 | -1.357 | 45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.13B | 6.33B | 18% |
| Annual Yield % from dividends | 1.05 | 0.35 | 297% |
| Returns for 1 year | -2.81 | -2.79 | 101% |
| Returns for 3 years | -4.43 | -5.27 | 84% |
| Returns for 5 years | 12.46 | 4.83 | 258% |
| Returns for 10 years | -6.39 | 19.06 | -34% |
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