APSGX
Price
$16.71
Change
+$0.17 (+1.03%)
Updated
Jul 3 closing price
Net Assets
350.65M
PMBPX
Price
$46.52
Change
+$0.48 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
Interact to see
Advertisement

APSGX vs PMBPX

Header iconAPSGX vs PMBPX Comparison
Open Charts APSGX vs PMBPXBanner chart's image
NYLI Fiera SMID Growth
Price$16.71
Change+$0.17 (+1.03%)
VolumeN/A
Net Assets350.65M
Principal MidCap R5
Price$46.52
Change+$0.48 (+1.04%)
VolumeN/A
Net Assets32.28B
APSGX vs PMBPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
APSGX vs. PMBPX 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 PMBPX is a StrongBuy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32.3B vs. APSGX (351M). PMBPX pays higher dividends than APSGX: PMBPX (0.01) vs APSGX (0.00). APSGX was incepted earlier than PMBPX: APSGX (13 years) vs PMBPX (25 years). APSGX (0.98) is less costly to investors than PMBPX (0.83). APSGX is a more actively managed with annual turnover of: 51.00 vs. PMBPX (10.50). PMBPX has a lower initial minimum investment than APSGX: PMBPX (0) vs APSGX (1000000). PMBPX annual gain was more profitable for investors over the last year : 15.41 vs. APSGX (-0.36). PMBPX return over 5 years is better than : 59.60 vs. APSGX (-3.13).
APSGXPMBPXAPSGX / PMBPX
Total Expense Ratio0.850.83102%
Annual Report Gross Expense Ratio0.980.83118%
Fund Existence13 years25 years-
Gain YTD-1.9947.041-28%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets351M32.3B1%
Annual Yield % from dividends0.000.01-
Returns for 1 year-0.3615.41-2%
Returns for 3 years7.9552.3915%
Returns for 5 years-3.1359.60-5%
Returns for 10 years-2.74104.46-3%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
CAPE32.170.11
+0.35%
DoubleLine Shiller CAPE US Equities ETF
FIG23.83N/A
N/A
Simplify Macro Strategy ETF
XHS96.44N/A
N/A
SPDR® S&P Health Care Services ETF
FEAT37.48N/A
N/A
YieldMax Dorsey Wright Fetrd 5 Inc ETF
YEAR50.43-0.03
-0.05%
AB Ultra Short Income ETF