APSGX
Price
$17.39
Change
-$0.21 (-1.19%)
Updated
Oct 7 closing price
Net Assets
351.54M
PEMGX
Price
$44.59
Change
-$0.32 (-0.71%)
Updated
Oct 7 closing price
Net Assets
33.08B
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APSGX vs PEMGX

Header iconAPSGX vs PEMGX Comparison
Open Charts APSGX vs PEMGXBanner chart's image
NYLI Fiera SMID Growth
Price$17.39
Change-$0.21 (-1.19%)
VolumeN/A
Net Assets351.54M
Principal MidCap A
Price$44.59
Change-$0.32 (-0.71%)
VolumeN/A
Net Assets33.08B
APSGX vs PEMGX Comparison Chart in %
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APSGX vs. PEMGX commentary
Oct 08, 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 APSGX is a Buy and PEMGX is a Hold.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 33.1B vs. APSGX (352M). APSGX (0.00) and PEMGX (0.00) have matching dividends . APSGX was incepted earlier than PEMGX: APSGX (13 years) vs PEMGX (20 years). APSGX (0.98) is less costly to investors than PEMGX (0.91). APSGX is a more actively managed with annual turnover of: 51.00 vs. PEMGX (10.50). PEMGX has a lower initial minimum investment than APSGX: PEMGX (1000) vs APSGX (1000000). PEMGX annual gain was more profitable for investors over the last year : 4.13 vs. APSGX (3.02). PEMGX return over 5 years is better than : 39.26 vs. APSGX (-16.51).
APSGXPEMGXAPSGX / PEMGX
Total Expense Ratio0.850.9193%
Annual Report Gross Expense Ratio0.980.91108%
Fund Existence13 years20 years-
Gain YTD1.9945.37337%
Front LoadN/A6%-
Min. Initial Investment10000001000100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets352M33.1B1%
Annual Yield % from dividends0.000.00-
Returns for 1 year3.024.1373%
Returns for 3 years9.1054.1217%
Returns for 5 years-16.5139.26-42%
Returns for 10 years8.89105.928%
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