APSGX
Price
$17.50
Change
-$0.09 (-0.51%)
Updated
Feb 3 closing price
Net Assets
321.45M
PMBCX
Price
$31.83
Change
-$4.41 (-12.17%)
Updated
Feb 3 closing price
Net Assets
29.47B
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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$17.50
Change-$0.09 (-0.51%)
VolumeN/A
Net Assets321.45M
Principal MidCap C
Price$31.83
Change-$4.41 (-12.17%)
VolumeN/A
Net Assets29.47B
APSGX vs PMBCX Comparison Chart in %
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APSGX vs. PMBCX commentary
Feb 05, 2026

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 PMBCX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBCX has more cash in the bank: 29.5B vs. APSGX (321M). APSGX (0.00) and PMBCX (0.00) have matching dividends . APSGX was incepted earlier than PMBCX: APSGX (14 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: 50.00 vs. PMBCX (13.70). 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 : -1.19 vs. PMBCX (-13.29). PMBCX return over 5 years is better than : 2.81 vs. APSGX (-17.96).
APSGXPMBCXAPSGX / PMBCX
Total Expense Ratio0.851.7549%
Annual Report Gross Expense Ratio0.981.7556%
Fund Existence14 years19 years-
Gain YTD-0.625-3.01621%
Front LoadN/AN/A-
Min. Initial Investment10000001000100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets321M29.5B1%
Annual Yield % from dividends0.000.00-
Returns for 1 year-1.19-13.299%
Returns for 3 years15.5914.54107%
Returns for 5 years-17.962.81-639%
Returns for 10 years33.6986.4739%
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