APSGX
Price
$14.72
Change
+$0.27 (+1.87%)
Updated
Apr 23 closing price
Net Assets
319.69M
PMBJX
Price
$39.57
Change
+$0.52 (+1.33%)
Updated
Apr 23 closing price
Net Assets
28.46B
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APSGX vs PMBJX

Header iconAPSGX vs PMBJX Comparison
Open Charts APSGX vs PMBJXBanner chart's image
NYLI Fiera SMID Growth
Price$14.72
Change+$0.27 (+1.87%)
VolumeN/A
Net Assets319.69M
Principal MidCap J
Price$39.57
Change+$0.52 (+1.33%)
VolumeN/A
Net Assets28.46B
APSGX vs PMBJX Comparison Chart
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APSGX vs. PMBJX commentary
Apr 25, 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 PMBJX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 28.5B vs. APSGX (320M). PMBJX pays higher dividends than APSGX: PMBJX (0.06) vs APSGX (0.00). APSGX was incepted earlier than PMBJX: APSGX (13 years) vs PMBJX (24 years). APSGX (0.98) is less costly to investors than PMBJX (0.82). APSGX is a more actively managed with annual turnover of: 51.00 vs. PMBJX (10.50). PMBJX has a lower initial minimum investment than APSGX: PMBJX (1000) vs APSGX (1000000). PMBJX annual gain was more profitable for investors over the last year : 5.63 vs. APSGX (-13.46). PMBJX return over 5 years is better than : 64.52 vs. APSGX (0.27).
APSGXPMBJXAPSGX / PMBJX
Total Expense Ratio0.850.82104%
Annual Report Gross Expense Ratio0.980.82120%
Fund Existence13 years24 years-
Gain YTD-13.666-4.313317%
Front LoadN/AN/A-
Min. Initial Investment10000001000100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets320M28.5B1%
Annual Yield % from dividends0.000.06-
Returns for 1 year-13.465.63-239%
Returns for 3 years-18.4020.90-88%
Returns for 5 years0.2764.520%
Returns for 10 years-15.1675.34-20%
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