APSGX
Price
$16.71
Change
+$0.17 (+1.03%)
Updated
Jul 3 closing price
Net Assets
350.65M
PMBMX
Price
$43.65
Change
+$0.45 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
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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$16.71
Change+$0.17 (+1.03%)
VolumeN/A
Net Assets350.65M
Principal MidCap R3
Price$43.65
Change+$0.45 (+1.04%)
VolumeN/A
Net Assets32.28B
APSGX vs PMBMX Comparison Chart in %
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APSGX vs. PMBMX commentary
Jul 06, 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: 32.3B 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 : 14.80 vs. APSGX (-0.36). PMBMX return over 5 years is better than : 55.71 vs. APSGX (-3.13).
APSGXPMBMXAPSGX / PMBMX
Total Expense Ratio0.851.1475%
Annual Report Gross Expense Ratio0.981.1486%
Fund Existence13 years25 years-
Gain YTD-1.9946.854-29%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets351M32.3B1%
Annual Yield % from dividends0.000.02-
Returns for 1 year-0.3614.80-2%
Returns for 3 years7.9550.1916%
Returns for 5 years-3.1355.71-6%
Returns for 10 years-2.7494.74-3%
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