APSGX
Price
$17.54
Change
-$0.44 (-2.45%)
Updated
Nov 13 closing price
Net Assets
343.35M
PCBIX
Price
$45.20
Change
-$0.72 (-1.57%)
Updated
Nov 13 closing price
Net Assets
31.99B
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APSGX vs PCBIX

Header iconAPSGX vs PCBIX Comparison
Open Charts APSGX vs PCBIXBanner chart's image
NYLI Fiera SMID Growth
Price$17.54
Change-$0.44 (-2.45%)
VolumeN/A
Net Assets343.35M
Principal MidCap Institutional
Price$45.20
Change-$0.72 (-1.57%)
VolumeN/A
Net Assets31.99B
APSGX vs PCBIX Comparison Chart in %
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APSGX vs. PCBIX commentary
Nov 14, 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 Buy.

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FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 32B 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 (25 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). APSGX annual gain was more profitable for investors over the last year : -4.78 vs. PCBIX (-6.45). PCBIX return over 5 years is better than : 30.96 vs. APSGX (-18.46).
APSGXPCBIXAPSGX / PCBIX
Total Expense Ratio0.850.67127%
Annual Report Gross Expense Ratio0.980.67146%
Fund Existence13 years25 years-
Gain YTD2.8741.414203%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets343M32B1%
Annual Yield % from dividends0.000.12-
Returns for 1 year-4.78-6.4574%
Returns for 3 years5.5435.8815%
Returns for 5 years-18.4630.96-60%
Returns for 10 years11.22106.0511%
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