APSGX
Price
$18.21
Change
+$0.18 (+1.00%)
Updated
Dec 3 closing price
Net Assets
349.44M
PMBCX
Price
$35.55
Change
+$0.28 (+0.79%)
Updated
Dec 3 closing price
Net Assets
31.57B
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APSGX vs PMBCX

Header iconAPSGX vs PMBCX Comparison
Open Charts APSGX vs PMBCXBanner chart's image
NYLI Fiera SMID Growth
Price$18.21
Change+$0.18 (+1.00%)
VolumeN/A
Net Assets349.44M
Principal MidCap C
Price$35.55
Change+$0.28 (+0.79%)
VolumeN/A
Net Assets31.57B
APSGX vs PMBCX Comparison Chart in %
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APSGX vs. PMBCX commentary
Dec 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 APSGX is a StrongBuy and PMBCX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBCX has more cash in the bank: 31.6B vs. APSGX (349M). APSGX (0.00) and PMBCX (0.00) have matching dividends . APSGX was incepted earlier than PMBCX: APSGX (13 years) vs PMBCX (19 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). APSGX annual gain was more profitable for investors over the last year : -5.18 vs. PMBCX (-9.36). PMBCX return over 5 years is better than : 17.47 vs. APSGX (-20.20).
APSGXPMBCXAPSGX / PMBCX
Total Expense Ratio0.851.7549%
Annual Report Gross Expense Ratio0.981.7556%
Fund Existence13 years19 years-
Gain YTD5.2200.940555%
Front LoadN/AN/A-
Min. Initial Investment10000001000100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets349M31.6B1%
Annual Yield % from dividends0.000.00-
Returns for 1 year-5.18-9.3655%
Returns for 3 years4.1826.2216%
Returns for 5 years-20.2017.47-116%
Returns for 10 years10.9569.0416%
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