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APSRX vs PCBIX
APSRX vs PCBIX Comparison
Open Charts APSRX vs PCBIX
NYLI Fiera SMID Growth
Price$17.18
Change+$0.17 (+1.00%)
VolumeN/A
Net Assets356.66M
Principal MidCap Institutional
Price$47.75
Change-$0.14 (-0.29%)
VolumeN/A
Net Assets33.05B
APSRX vs PCBIX Comparison Chart in %
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APSRX vs. PCBIX commentary
Sep 08, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 33B vs. APSRX (357M). 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). PCBIX annual gain was more profitable for investors over the last year : 9.41 vs. APSRX (6.91). PCBIX return over 5 years is better than : 49.14 vs. APSRX (-5.55).
| 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 | 3.807 | 7.135 | 53% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 15000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 357M | 33B | 1% |
| Annual Yield % from dividends | 0.00 | 0.12 | - |
| Returns for 1 year | 6.91 | 9.41 | 73% |
| Returns for 3 years | 5.66 | 47.03 | 12% |
| Returns for 5 years | -5.55 | 49.14 | -11% |
| Returns for 10 years | N/A | 116.70 | - |
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