APSRX
Price
$15.06
Change
+$0.28 (+1.89%)
Updated
Apr 2 closing price
Net Assets
349.85M
PMBPX
Price
$42.17
Change
-$1.74 (-3.96%)
Updated
Apr 3 closing price
Net Assets
29.76B
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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$15.06
Change+$0.28 (+1.89%)
VolumeN/A
Net Assets349.85M
Principal MidCap R5
Price$42.17
Change-$1.74 (-3.96%)
VolumeN/A
Net Assets29.76B
APSRX vs PMBPX Comparison Chart
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APSRX 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 APSRX is a Buy and PMBPX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 29.8B vs. APSRX (350M). PMBPX pays higher dividends than APSRX: PMBPX (0.01) vs APSRX (0.00). APSRX was incepted earlier than PMBPX: APSRX (7 years) vs PMBPX (24 years). APSRX (1.23) is less costly to investors than PMBPX (0.84). APSRX is a more actively managed with annual turnover of: 51.00 vs. PMBPX (10.50). 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 : 7.50 vs. APSRX (-12.03). PMBPX return over 5 years is better than : 103.21 vs. APSRX (27.41).
APSRXPMBPXAPSRX / PMBPX
Total Expense Ratio1.150.84137%
Annual Report Gross Expense Ratio1.230.84146%
Fund Existence7 years24 years-
Gain YTD-9.0031.035-869%
Front Load6%N/A-
Min. Initial Investment150000-
Min. Initial Investment IRAN/AN/A-
Net Assets350M29.8B1%
Annual Yield % from dividends0.000.01-
Returns for 1 year-12.037.50-160%
Returns for 3 years-21.9719.59-112%
Returns for 5 years27.41103.2127%
Returns for 10 yearsN/A89.27-
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