APSGX
Price
$16.71
Change
+$0.17 (+1.03%)
Updated
Jul 3 closing price
Net Assets
350.65M
PMBJX
Price
$43.69
Change
+$0.45 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
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APSGX vs PMBJX

Header iconAPSGX vs PMBJX Comparison
Open Charts APSGX vs PMBJXBanner chart's image
NYLI Fiera SMID Growth
Price$16.71
Change+$0.17 (+1.03%)
VolumeN/A
Net Assets350.65M
Principal MidCap J
Price$43.69
Change+$0.45 (+1.04%)
VolumeN/A
Net Assets32.28B
APSGX vs PMBJX Comparison Chart in %
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APSGX vs. PMBJX commentary
Jul 07, 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 PMBJX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 32.3B vs. APSGX (351M). PMBJX pays higher dividends than APSGX: PMBJX (0.06) vs APSGX (0.00). APSGX was incepted earlier than PMBJX: APSGX (13 years) vs PMBJX (24 years). APSGX (0.98) is less costly to investors than PMBJX (0.78). APSGX is a more actively managed with annual turnover of: 51.00 vs. PMBJX (10.50). PMBJX has a lower initial minimum investment than APSGX: PMBJX (1000) vs APSGX (1000000). PMBJX annual gain was more profitable for investors over the last year : 15.26 vs. APSGX (-0.36). PMBJX return over 5 years is better than : 58.39 vs. APSGX (-3.13).
APSGXPMBJXAPSGX / PMBJX
Total Expense Ratio0.850.78109%
Annual Report Gross Expense Ratio0.980.78126%
Fund Existence13 years24 years-
Gain YTD-1.9947.057-28%
Front LoadN/AN/A-
Min. Initial Investment10000001000100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets351M32.3B1%
Annual Yield % from dividends0.000.06-
Returns for 1 year-0.3615.26-2%
Returns for 3 years7.9551.7915%
Returns for 5 years-3.1358.39-5%
Returns for 10 years-2.74100.46-3%
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