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APSGX vs PCBIX
APSGX vs PCBIX Comparison
Open Charts APSGX vs PCBIX
NYLI Fiera SMID Growth
Price$17.02
Change-$0.09 (-0.53%)
VolumeN/A
Net Assets342.86M
Principal MidCap Institutional
Price$47.13
Change-$0.07 (-0.15%)
VolumeN/A
Net Assets32.48B
APSGX vs PCBIX Comparison Chart in %
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APSGX vs. PCBIX commentary
Aug 20, 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 PCBIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 32.5B vs. APSGX (343M). PCBIX pays higher dividends than APSGX: PCBIX (0.12) vs APSGX (0.00). APSGX was incepted earlier than PCBIX: APSGX (13 years) vs PCBIX (24 years). APSGX (0.98) is less costly to investors than PCBIX (0.67). APSGX is a more actively managed with annual turnover of: 51.00 vs. PCBIX (10.50). PCBIX has a lower initial minimum investment than APSGX: PCBIX (0) vs APSGX (1000000). PCBIX annual gain was more profitable for investors over the last year : 9.06 vs. APSGX (2.70). PCBIX return over 5 years is better than : 47.02 vs. APSGX (-7.91).
| APSGX | PCBIX | APSGX / PCBIX | |
| Total Expense Ratio | 0.85 | 0.67 | 127% |
| Annual Report Gross Expense Ratio | 0.98 | 0.67 | 146% |
| Fund Existence | 13 years | 24 years | - |
| Gain YTD | 0.352 | 5.744 | 6% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 343M | 32.5B | 1% |
| Annual Yield % from dividends | 0.00 | 0.12 | - |
| Returns for 1 year | 2.70 | 9.06 | 30% |
| Returns for 3 years | -3.93 | 34.84 | -11% |
| Returns for 5 years | -7.91 | 47.02 | -17% |
| Returns for 10 years | 4.97 | 113.70 | 4% |
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