Interact to see
Advertisement
Advertisement
APSRX vs PCBIX
APSRX vs PCBIX Comparison
Open Charts APSRX vs PCBIX
NYLI Fiera SMID Growth
Price$16.52
Change+$0.03 (+0.18%)
VolumeN/A
Net Assets343.16M
Principal MidCap Institutional
Price$47.20
Change-$0.14 (-0.30%)
VolumeN/A
Net Assets32.48B
APSRX vs PCBIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
APSRX vs. PCBIX commentary
Aug 18, 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 Hold and PCBIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 32.5B vs. APSRX (343M). PCBIX pays higher dividends than APSRX: PCBIX (0.12) vs APSRX (0.00). APSRX was incepted earlier than PCBIX: APSRX (8 years) vs PCBIX (24 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). PCBIX annual gain was more profitable for investors over the last year : 9.35 vs. APSRX (1.91). PCBIX return over 5 years is better than : 46.92 vs. APSRX (-10.41).
| 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 | 24 years | - |
| Gain YTD | -0.181 | 5.901 | -3% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 15000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 343M | 32.5B | 1% |
| Annual Yield % from dividends | 0.00 | 0.12 | - |
| Returns for 1 year | 1.91 | 9.35 | 20% |
| Returns for 3 years | -8.48 | 31.62 | -27% |
| Returns for 5 years | -10.41 | 46.92 | -22% |
| Returns for 10 years | N/A | 101.31 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| UEVM | 54.41 | 0.31 | +0.58% |
| VictoryShares Emerging Mkts Val MomtETF | |||
| GAA | 31.07 | 0.04 | +0.11% |
| Cambria Global Asset Allocation ETF | |||
| SUSB | 25.19 | 0.01 | +0.02% |
| iShares ESG 1-5 Year USD Corp Bd ETF | |||
| ZSC | 23.93 | N/A | N/A |
| USCF Sustainable Commodity Strategy | |||
| SMBS | 25.28 | -0.12 | -0.47% |
| Schwab® Mortgage-Backed Securities ETF | |||