APSRX
Price
$17.18
Change
+$0.17 (+1.00%)
Updated
Sep 5 closing price
Net Assets
356.66M
PEMGX
Price
$45.59
Change
-$0.13 (-0.28%)
Updated
Sep 5 closing price
Net Assets
33.05B
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APSRX vs PEMGX

Header iconAPSRX vs PEMGX Comparison
Open Charts APSRX vs PEMGXBanner chart's image
NYLI Fiera SMID Growth
Price$17.18
Change+$0.17 (+1.00%)
VolumeN/A
Net Assets356.66M
Principal MidCap A
Price$45.59
Change-$0.13 (-0.28%)
VolumeN/A
Net Assets33.05B
APSRX vs PEMGX Comparison Chart in %
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APSRX vs. PEMGX 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 PEMGX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 33B vs. APSRX (357M). APSRX (0.00) and PEMGX (0.00) have matching dividends . APSRX was incepted earlier than PEMGX: APSRX (8 years) vs PEMGX (20 years). APSRX (1.23) is less costly to investors than PEMGX (0.91). APSRX is a more actively managed with annual turnover of: 51.00 vs. PEMGX (10.50). APSRX (6%) and PEMGX (6%) have equivalent initial investment costs. PEMGX has a lower initial minimum investment than APSRX: PEMGX (1000) vs APSRX (15000). PEMGX annual gain was more profitable for investors over the last year : 9.01 vs. APSRX (6.91). PEMGX return over 5 years is better than : 46.31 vs. APSRX (-5.55).
APSRXPEMGXAPSRX / PEMGX
Total Expense Ratio1.150.91126%
Annual Report Gross Expense Ratio1.230.91135%
Fund Existence8 years20 years-
Gain YTD3.8076.96955%
Front Load6%6%100%
Min. Initial Investment1500010001,500%
Min. Initial Investment IRAN/AN/A-
Net Assets357M33B1%
Annual Yield % from dividends0.000.00-
Returns for 1 year6.919.0177%
Returns for 3 years5.6645.4212%
Returns for 5 years-5.5546.31-12%
Returns for 10 yearsN/A108.18-
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