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APSRX vs PCBIX
APSRX vs PCBIX Comparison
Open Charts APSRX vs PCBIX
NYLI Fiera SMID Growth
Price$17.41
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets352.09M
Principal MidCap Institutional
Price$45.92
Change+$0.08 (+0.17%)
VolumeN/A
Net Assets31.95B
APSRX vs PCBIX Comparison Chart in %
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APSRX vs. PCBIX commentary
Nov 14, 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 APSRX is a Buy and PCBIX is a Buy.
FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 32B vs. APSRX (352M). PCBIX pays higher dividends than APSRX: PCBIX (0.12) vs APSRX (0.00). APSRX was incepted earlier than PCBIX: APSRX (8 years) vs PCBIX (25 years). APSRX (1.23) is less costly to investors than PCBIX (0.67). APSRX is a more actively managed with annual turnover of: 51.00 vs. PCBIX (10.50). PCBIX has a lower initial minimum investment than APSRX: PCBIX (0) vs APSRX (15000). APSRX annual gain was more profitable for investors over the last year : -2.79 vs. PCBIX (-4.65). PCBIX return over 5 years is better than : 33.05 vs. APSRX (-18.26).
| APSRX | PCBIX | APSRX / PCBIX | |
| Total Expense Ratio | 1.15 | 0.67 | 172% |
| Annual Report Gross Expense Ratio | 1.23 | 0.67 | 184% |
| Fund Existence | 8 years | 25 years | - |
| Gain YTD | 5.196 | 3.029 | 172% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 15000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 352M | 32B | 1% |
| Annual Yield % from dividends | 0.00 | 0.12 | - |
| Returns for 1 year | -2.79 | -4.65 | 60% |
| Returns for 3 years | 5.52 | 35.68 | 15% |
| Returns for 5 years | -18.26 | 33.05 | -55% |
| Returns for 10 years | N/A | 111.81 | - |
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