APSGX
Price
$16.71
Change
+$0.17 (+1.03%)
Updated
Jul 3 closing price
Net Assets
350.65M
PMBCX
Price
$37.40
Change
+$0.38 (+1.03%)
Updated
Jul 3 closing price
Net Assets
32.28B
Interact to see
Advertisement

APSGX vs PMBCX

Header iconAPSGX vs PMBCX Comparison
Open Charts APSGX vs PMBCXBanner chart's image
NYLI Fiera SMID Growth
Price$16.71
Change+$0.17 (+1.03%)
VolumeN/A
Net Assets350.65M
Principal MidCap C
Price$37.40
Change+$0.38 (+1.03%)
VolumeN/A
Net Assets32.28B
APSGX vs PMBCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
APSGX vs. PMBCX commentary
Jul 06, 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 Buy and PMBCX is a StrongBuy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
PMBCX has more cash in the bank: 32.3B vs. APSGX (351M). APSGX (0.00) and PMBCX (0.00) have matching dividends . APSGX was incepted earlier than PMBCX: APSGX (13 years) vs PMBCX (18 years). PMBCX (1.75) is less costly to investors than APSGX (0.98). APSGX is a more actively managed with annual turnover of: 51.00 vs. PMBCX (10.50). PMBCX has a lower initial minimum investment than APSGX: PMBCX (1000) vs APSGX (1000000). PMBCX annual gain was more profitable for investors over the last year : 13.57 vs. APSGX (-0.36). PMBCX return over 5 years is better than : 47.59 vs. APSGX (-3.13).
APSGXPMBCXAPSGX / PMBCX
Total Expense Ratio0.851.7549%
Annual Report Gross Expense Ratio0.981.7556%
Fund Existence13 years18 years-
Gain YTD-1.9946.553-30%
Front LoadN/AN/A-
Min. Initial Investment10000001000100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets351M32.3B1%
Annual Yield % from dividends0.000.00-
Returns for 1 year-0.3613.57-3%
Returns for 3 years7.9545.5817%
Returns for 5 years-3.1347.59-7%
Returns for 10 years-2.7475.67-4%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
VMAX51.071.31
+2.63%
Hartford US Value ETF
PSI61.750.59
+0.97%
Invesco Semiconductors ETF
VOOG399.753.75
+0.95%
Vanguard S&P 500 Growth ETF
CWS70.830.53
+0.76%
AdvisorShares Focused Equity ETF
NXTV25.50N/A
N/A
Simplify Next Intangible Value Index ETF