APSGX
Price
$17.40
Change
+$0.03 (+0.17%)
Updated
Oct 17 closing price
Net Assets
341.91M
PMBCX
Price
$35.64
Change
+$0.17 (+0.48%)
Updated
Oct 17 closing price
Net Assets
31.76B
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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$17.40
Change+$0.03 (+0.17%)
VolumeN/A
Net Assets341.91M
Principal MidCap C
Price$35.64
Change+$0.17 (+0.48%)
VolumeN/A
Net Assets31.76B
APSGX vs PMBCX Comparison Chart in %
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APSGX vs. PMBCX commentary
Oct 19, 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 PMBCX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBCX has more cash in the bank: 31.8B vs. APSGX (342M). 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 : -0.23 vs. PMBCX (-4.45). PMBCX return over 5 years is better than : 25.71 vs. APSGX (-16.75).
APSGXPMBCXAPSGX / PMBCX
Total Expense Ratio0.851.7549%
Annual Report Gross Expense Ratio0.981.7556%
Fund Existence13 years19 years-
Gain YTD2.0531.538133%
Front LoadN/AN/A-
Min. Initial Investment10000001000100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets342M31.8B1%
Annual Yield % from dividends0.000.00-
Returns for 1 year-0.23-4.455%
Returns for 3 years8.1442.5619%
Returns for 5 years-16.7525.71-65%
Returns for 10 years9.2373.9412%
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