APSRX
Price
$16.49
Change
-$0.52 (-3.06%)
Updated
Feb 21 closing price
Net Assets
373.26M
PEMGX
Price
$43.41
Change
-$0.75 (-1.70%)
Updated
Feb 21 closing price
Net Assets
29.57B
Ad is loading...

APSRX vs PEMGX

Header iconAPSRX vs PEMGX Comparison
Open Charts APSRX vs PEMGXBanner chart's image
NYLI Fiera SMID Growth
Price$16.49
Change-$0.52 (-3.06%)
VolumeN/A
Net Assets373.26M
Principal MidCap A
Price$43.41
Change-$0.75 (-1.70%)
VolumeN/A
Net Assets29.57B
APSRX vs PEMGX Comparison Chart
Loading...
View a ticker or compare two or three
VS
APSRX vs. PEMGX commentary
Feb 23, 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 APSRX is a Hold and PEMGX is a StrongBuy.

Ad is loading...
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 29.6B vs. APSRX (373M). APSRX (0.00) and PEMGX (0.00) have matching dividends . APSRX was incepted earlier than PEMGX: APSRX (7 years) vs PEMGX (20 years). APSRX is a more actively managed with annual turnover of: 24.00 vs. PEMGX (10.10). PEMGX has a lower initial minimum investment than APSRX: PEMGX (1000) vs APSRX (15000). PEMGX annual gain was more profitable for investors over the last year : 12.29 vs. APSRX (-3.00). PEMGX return over 5 years is better than : 34.02 vs. APSRX (-1.49).
APSRXPEMGXAPSRX / PEMGX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence7 years20 years-
Gain YTD-0.3631.854-20%
Front LoadN/AN/A-
Min. Initial Investment1500010001,500%
Min. Initial Investment IRAN/AN/A-
Net Assets373M29.6B1%
Annual Yield % from dividends0.000.00-
Returns for 1 year-3.0012.29-24%
Returns for 3 years-8.2927.30-30%
Returns for 5 years-1.4934.02-4%
Returns for 10 yearsN/A89.11-
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 %
MFMIX15.68-0.06
-0.38%
Morgan Stanley Inst Next Gen Em Mkts I
EGLBX25.99-0.15
-0.57%
Elfun International Equity
TSOHX13.82-0.08
-0.58%
Nuveen International Res Eq I
MITTX36.86-0.46
-1.23%
MFS Massachusetts Investors Tr A
DGOYX42.86-0.79
-1.81%
Davis Opportunity Y