APSGX
Price
$14.72
Change
+$0.27 (+1.87%)
Updated
Apr 23 closing price
Net Assets
319.69M
PMBPX
Price
$42.14
Change
+$0.56 (+1.35%)
Updated
Apr 23 closing price
Net Assets
28.46B
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APSGX vs PMBPX

Header iconAPSGX vs PMBPX Comparison
Open Charts APSGX vs PMBPXBanner chart's image
NYLI Fiera SMID Growth
Price$14.72
Change+$0.27 (+1.87%)
VolumeN/A
Net Assets319.69M
Principal MidCap R5
Price$42.14
Change+$0.56 (+1.35%)
VolumeN/A
Net Assets28.46B
APSGX vs PMBPX Comparison Chart
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APSGX vs. PMBPX 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 PMBPX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 28.5B vs. APSGX (320M). 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 : 5.76 vs. APSGX (-13.46). PMBPX return over 5 years is better than : 65.80 vs. APSGX (0.27).
APSGXPMBPXAPSGX / PMBPX
Total Expense Ratio0.850.84101%
Annual Report Gross Expense Ratio0.980.84117%
Fund Existence13 years24 years-
Gain YTD-13.666-4.326316%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets320M28.5B1%
Annual Yield % from dividends0.000.01-
Returns for 1 year-13.465.76-234%
Returns for 3 years-18.4021.34-86%
Returns for 5 years0.2765.800%
Returns for 10 years-15.1678.76-19%
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