APSGX
Price
$16.52
Change
+$0.05 (+0.30%)
Updated
Jun 6 closing price
Net Assets
361.14M
PMBJX
Price
$42.01
Change
+$0.01 (+0.02%)
Updated
Jun 5 closing price
Net Assets
30.93B
Interact to see
Advertisement

APSGX vs PMBJX

Header iconAPSGX vs PMBJX Comparison
Open Charts APSGX vs PMBJXBanner chart's image
NYLI Fiera SMID Growth
Price$16.52
Change+$0.05 (+0.30%)
VolumeN/A
Net Assets361.14M
Principal MidCap J
Price$42.01
Change+$0.01 (+0.02%)
VolumeN/A
Net Assets30.93B
APSGX vs PMBJX Comparison Chart
Loading...
View a ticker or compare two or three
VS
APSGX vs. PMBJX commentary
Jun 07, 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.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 30.9B vs. APSGX (361M). 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 (0.78). 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 : 10.36 vs. APSGX (-0.60). PMBJX return over 5 years is better than : 44.91 vs. APSGX (-4.56).
APSGXPMBJXAPSGX / PMBJX
Total Expense Ratio0.850.78109%
Annual Report Gross Expense Ratio0.980.78126%
Fund Existence13 years24 years-
Gain YTD-3.1082.916-107%
Front LoadN/AN/A-
Min. Initial Investment10000001000100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets361M30.9B1%
Annual Yield % from dividends0.000.06-
Returns for 1 year-0.6010.36-6%
Returns for 3 years-3.7334.83-11%
Returns for 5 years-4.5644.91-10%
Returns for 10 years-4.8491.75-5%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
MCSSX39.710.28
+0.71%
NYLI WMC Enduring Capital Investor Class
GCGIX33.64N/A
N/A
Goldman Sachs Large Cap Gr Insghts Instl
TIDDX70.64N/A
N/A
T. Rowe Price International Discovery I
PAHUX7.06N/A
N/A
PGIM Jennison NextGeneration Glb Opps Z
NCBVX19.75N/A
N/A
PGIM Quant Solutions Mid-Cap Val C