APSGX
Price
$17.00
Change
+$0.18 (+1.07%)
Updated
Jul 25 closing price
Net Assets
351.26M
PMBMX
Price
$44.29
Change
+$0.31 (+0.70%)
Updated
Jul 25 closing price
Net Assets
33.21B
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APSGX vs PMBMX

Header iconAPSGX vs PMBMX Comparison
Open Charts APSGX vs PMBMXBanner chart's image
NYLI Fiera SMID Growth
Price$17.00
Change+$0.18 (+1.07%)
VolumeN/A
Net Assets351.26M
Principal MidCap R3
Price$44.29
Change+$0.31 (+0.70%)
VolumeN/A
Net Assets33.21B
APSGX vs PMBMX Comparison Chart in %
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APSGX vs. PMBMX commentary
Jul 28, 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 PMBMX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 33.2B vs. APSGX (351M). PMBMX pays higher dividends than APSGX: PMBMX (0.02) vs APSGX (0.00). APSGX was incepted earlier than PMBMX: APSGX (13 years) vs PMBMX (25 years). PMBMX (1.14) is less costly to investors than APSGX (0.98). APSGX is a more actively managed with annual turnover of: 51.00 vs. PMBMX (10.50). PMBMX has a lower initial minimum investment than APSGX: PMBMX (0) vs APSGX (1000000). PMBMX annual gain was more profitable for investors over the last year : 13.04 vs. APSGX (0.24). PMBMX return over 5 years is better than : 52.44 vs. APSGX (-4.44).
APSGXPMBMXAPSGX / PMBMX
Total Expense Ratio0.851.1475%
Annual Report Gross Expense Ratio0.981.1486%
Fund Existence13 years25 years-
Gain YTD-0.2938.421-3%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets351M33.2B1%
Annual Yield % from dividends0.000.02-
Returns for 1 year0.2413.042%
Returns for 3 years4.6847.2710%
Returns for 5 years-4.4452.44-8%
Returns for 10 years-1.7397.42-2%
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