APSRX
Price
$16.49
Change
-$0.52 (-3.06%)
Updated
Feb 21 closing price
Net Assets
373.26M
PMBPX
Price
$44.27
Change
-$0.76 (-1.69%)
Updated
Feb 21 closing price
Net Assets
29.57B
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APSRX vs PMBPX

Header iconAPSRX vs PMBPX Comparison
Open Charts APSRX vs PMBPXBanner chart's image
NYLI Fiera SMID Growth
Price$16.49
Change-$0.52 (-3.06%)
VolumeN/A
Net Assets373.26M
Principal MidCap R5
Price$44.27
Change-$0.76 (-1.69%)
VolumeN/A
Net Assets29.57B
APSRX vs PMBPX Comparison Chart
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APSRX vs. PMBPX 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 PMBPX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 29.6B vs. APSRX (373M). APSRX (0.00) and PMBPX (0.00) have matching dividends . APSRX was incepted earlier than PMBPX: APSRX (7 years) vs PMBPX (24 years). APSRX is a more actively managed with annual turnover of: 24.00 vs. PMBPX (10.10). PMBPX has a lower initial minimum investment than APSRX: PMBPX (0) vs APSRX (15000). PMBPX annual gain was more profitable for investors over the last year : 12.43 vs. APSRX (-3.00). PMBPX return over 5 years is better than : 35.10 vs. APSRX (-1.49).
APSRXPMBPXAPSRX / PMBPX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence7 years24 years-
Gain YTD-0.3631.864-19%
Front LoadN/AN/A-
Min. Initial Investment150000-
Min. Initial Investment IRAN/AN/A-
Net Assets373M29.6B1%
Annual Yield % from dividends0.000.00-
Returns for 1 year-3.0012.43-24%
Returns for 3 years-8.2927.85-30%
Returns for 5 years-1.4935.10-4%
Returns for 10 yearsN/A92.30-
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