APSGX
Price
$14.54
Change
-$0.98 (-6.31%)
Updated
Apr 3 closing price
Net Assets
349.85M
PMBPX
Price
$42.17
Change
-$1.74 (-3.96%)
Updated
Apr 3 closing price
Net Assets
29.76B
Ad is loading...

APSGX vs PMBPX

Header iconAPSGX vs PMBPX Comparison
Open Charts APSGX vs PMBPXBanner chart's image
NYLI Fiera SMID Growth
Price$14.54
Change-$0.98 (-6.31%)
VolumeN/A
Net Assets349.85M
Principal MidCap R5
Price$42.17
Change-$1.74 (-3.96%)
VolumeN/A
Net Assets29.76B
APSGX vs PMBPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
APSGX vs. PMBPX commentary
Apr 04, 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 Hold and PMBPX is a Buy.

Ad is loading...
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 29.8B vs. APSGX (350M). PMBPX pays higher dividends than APSGX: PMBPX (0.01) vs APSGX (0.00). APSGX was incepted earlier than PMBPX: APSGX (13 years) vs PMBPX (24 years). APSGX (0.98) is less costly to investors than PMBPX (0.84). APSGX is a more actively managed with annual turnover of: 51.00 vs. PMBPX (10.50). PMBPX has a lower initial minimum investment than APSGX: PMBPX (0) vs APSGX (1000000). PMBPX annual gain was more profitable for investors over the last year : 7.50 vs. APSGX (-12.12). PMBPX return over 5 years is better than : 103.21 vs. APSGX (30.31).
APSGXPMBPXAPSGX / PMBPX
Total Expense Ratio0.850.84101%
Annual Report Gross Expense Ratio0.980.84117%
Fund Existence13 years24 years-
Gain YTD-8.9741.035-867%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets350M29.8B1%
Annual Yield % from dividends0.000.01-
Returns for 1 year-12.127.50-162%
Returns for 3 years-21.8919.59-112%
Returns for 5 years30.31103.2129%
Returns for 10 years-7.6789.27-9%
View a ticker or compare two or three
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
FITIX20.19N/A
N/A
Fidelity Advisor Mid Cap II M
TILPX25.93N/A
N/A
Nuveen Large Cap Growth Premier
NWXQX15.71N/A
N/A
Nationwide Mid Cap Market Idx Instl Svc
SVXYX58.78N/A
N/A
Smead International Value Y
GEMHX11.60N/A
N/A
Goldman Sachs Emerging Mkts Eq ex. Chn A