APSGX
Price
$17.39
Change
-$0.21 (-1.19%)
Updated
Oct 7 closing price
Net Assets
351.54M
PMBCX
Price
$36.50
Change
-$0.25 (-0.68%)
Updated
Oct 7 closing price
Net Assets
33.08B
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APSGX vs PMBCX

Header iconAPSGX vs PMBCX Comparison
Open Charts APSGX vs PMBCXBanner chart's image
NYLI Fiera SMID Growth
Price$17.39
Change-$0.21 (-1.19%)
VolumeN/A
Net Assets351.54M
Principal MidCap C
Price$36.50
Change-$0.25 (-0.68%)
VolumeN/A
Net Assets33.08B
APSGX vs PMBCX Comparison Chart in %
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APSGX vs. PMBCX 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 PMBCX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBCX has more cash in the bank: 33.1B vs. APSGX (352M). APSGX (0.00) and PMBCX (0.00) have matching dividends . APSGX was incepted earlier than PMBCX: APSGX (13 years) vs PMBCX (19 years). PMBCX (1.75) is less costly to investors than APSGX (0.98). APSGX is a more actively managed with annual turnover of: 51.00 vs. PMBCX (10.50). PMBCX has a lower initial minimum investment than APSGX: PMBCX (1000) vs APSGX (1000000). APSGX annual gain was more profitable for investors over the last year : 3.02 vs. PMBCX (2.60). PMBCX return over 5 years is better than : 29.72 vs. APSGX (-16.51).
APSGXPMBCXAPSGX / PMBCX
Total Expense Ratio0.851.7549%
Annual Report Gross Expense Ratio0.981.7556%
Fund Existence13 years19 years-
Gain YTD1.9944.70142%
Front LoadN/AN/A-
Min. Initial Investment10000001000100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets352M33.1B1%
Annual Yield % from dividends0.000.00-
Returns for 1 year3.022.60116%
Returns for 3 years9.1047.8319%
Returns for 5 years-16.5129.72-56%
Returns for 10 years8.8979.7911%
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