APSGX
Price
$18.02
Change
-$0.00 (-0.00%)
Updated
Dec 26 closing price
Net Assets
351.91M
PEMGX
Price
$41.43
Change
+$0.02 (+0.05%)
Updated
Dec 26 closing price
Net Assets
31.16B
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APSGX vs PEMGX

Header iconAPSGX vs PEMGX Comparison
Open Charts APSGX vs PEMGXBanner chart's image
NYLI Fiera SMID Growth
Price$18.02
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets351.91M
Principal MidCap A
Price$41.43
Change+$0.02 (+0.05%)
VolumeN/A
Net Assets31.16B
APSGX vs PEMGX Comparison Chart in %
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APSGX vs. PEMGX commentary
Dec 28, 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 PEMGX is a Hold.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 31.2B vs. APSGX (352M). APSGX (0.00) and PEMGX (0.00) have matching dividends . APSGX was incepted earlier than PEMGX: APSGX (14 years) vs PEMGX (21 years). APSGX (0.98) is less costly to investors than PEMGX (0.91). APSGX is a more actively managed with annual turnover of: 51.00 vs. PEMGX (10.50). PEMGX has a lower initial minimum investment than APSGX: PEMGX (1000) vs APSGX (1000000). APSGX annual gain was more profitable for investors over the last year : 3.03 vs. PEMGX (-4.74). PEMGX return over 5 years is better than : 19.29 vs. APSGX (-10.35).
APSGXPEMGXAPSGX / PEMGX
Total Expense Ratio0.850.9193%
Annual Report Gross Expense Ratio0.980.91108%
Fund Existence14 years21 years-
Gain YTD5.689-2.792-204%
Front LoadN/A6%-
Min. Initial Investment10000001000100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets352M31.2B1%
Annual Yield % from dividends0.000.00-
Returns for 1 year3.03-4.74-64%
Returns for 3 years34.1838.5289%
Returns for 5 years-10.3519.29-54%
Returns for 10 years13.05100.3013%
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