APSRX
Price
$16.20
Change
+$0.17 (+1.06%)
Updated
Jul 3 closing price
Net Assets
350.65M
PMBCX
Price
$37.40
Change
+$0.38 (+1.03%)
Updated
Jul 3 closing price
Net Assets
32.28B
Interact to see
Advertisement

APSRX vs PMBCX

Header iconAPSRX vs PMBCX Comparison
Open Charts APSRX vs PMBCXBanner chart's image
NYLI Fiera SMID Growth
Price$16.20
Change+$0.17 (+1.06%)
VolumeN/A
Net Assets350.65M
Principal MidCap C
Price$37.40
Change+$0.38 (+1.03%)
VolumeN/A
Net Assets32.28B
APSRX vs PMBCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
APSRX vs. PMBCX commentary
Jul 07, 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 PMBCX is a StrongBuy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
PMBCX has more cash in the bank: 32.3B vs. APSRX (351M). APSRX (0.00) and PMBCX (0.00) have matching dividends . APSRX was incepted earlier than PMBCX: APSRX (7 years) vs PMBCX (18 years). PMBCX (1.75) is less costly to investors than APSRX (1.23). APSRX is a more actively managed with annual turnover of: 51.00 vs. PMBCX (10.50). PMBCX has a lower initial minimum investment than APSRX: PMBCX (1000) vs APSRX (15000). PMBCX annual gain was more profitable for investors over the last year : 13.57 vs. APSRX (-0.67). PMBCX return over 5 years is better than : 47.59 vs. APSRX (-5.26).
APSRXPMBCXAPSRX / PMBCX
Total Expense Ratio1.151.7566%
Annual Report Gross Expense Ratio1.231.7570%
Fund Existence7 years18 years-
Gain YTD-2.1156.553-32%
Front Load6%N/A-
Min. Initial Investment1500010001,500%
Min. Initial Investment IRAN/AN/A-
Net Assets351M32.3B1%
Annual Yield % from dividends0.000.00-
Returns for 1 year-0.6713.57-5%
Returns for 3 years6.5845.5814%
Returns for 5 years-5.2647.59-11%
Returns for 10 yearsN/A75.67-
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 %
DRIV24.070.27
+1.13%
Global X Atnms & Elctrc Vhcls ETF
DWAW41.530.27
+0.67%
AdvisorShares DW FSM All Cap World ETF
MNTL22.65N/A
N/A
Tema Neuroscience and Mental Health ETF
SMBS25.24-0.06
-0.22%
Schwab® Mortgage-Backed Securities ETF
GLTR139.94-0.66
-0.47%
abrdn Physical PrecMtlBsk Shrs ETF