APSRX
Price
$16.20
Change
+$0.17 (+1.06%)
Updated
Jul 3 closing price
Net Assets
350.65M
PMBJX
Price
$43.69
Change
+$0.45 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
Interact to see
Advertisement

APSRX vs PMBJX

Header iconAPSRX vs PMBJX Comparison
Open Charts APSRX vs PMBJXBanner chart's image
NYLI Fiera SMID Growth
Price$16.20
Change+$0.17 (+1.06%)
VolumeN/A
Net Assets350.65M
Principal MidCap J
Price$43.69
Change+$0.45 (+1.04%)
VolumeN/A
Net Assets32.28B
APSRX vs PMBJX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
APSRX vs. PMBJX 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 PMBJX is a StrongBuy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 32.3B vs. APSRX (351M). PMBJX pays higher dividends than APSRX: PMBJX (0.06) vs APSRX (0.00). APSRX was incepted earlier than PMBJX: APSRX (7 years) vs PMBJX (24 years). APSRX (1.23) is less costly to investors than PMBJX (0.78). APSRX is a more actively managed with annual turnover of: 51.00 vs. PMBJX (10.50). PMBJX has a lower initial minimum investment than APSRX: PMBJX (1000) vs APSRX (15000). PMBJX annual gain was more profitable for investors over the last year : 15.26 vs. APSRX (-0.67). PMBJX return over 5 years is better than : 58.39 vs. APSRX (-5.26).
APSRXPMBJXAPSRX / PMBJX
Total Expense Ratio1.150.78147%
Annual Report Gross Expense Ratio1.230.78158%
Fund Existence7 years24 years-
Gain YTD-2.1157.057-30%
Front Load6%N/A-
Min. Initial Investment1500010001,500%
Min. Initial Investment IRAN/AN/A-
Net Assets351M32.3B1%
Annual Yield % from dividends0.000.06-
Returns for 1 year-0.6715.26-4%
Returns for 3 years6.5851.7913%
Returns for 5 years-5.2658.39-9%
Returns for 10 yearsN/A100.46-
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