APSRX
Price
$16.47
Change
+$0.17 (+1.04%)
Updated
Jul 25 closing price
Net Assets
351.26M
PMBJX
Price
$44.34
Change
+$0.32 (+0.73%)
Updated
Jul 25 closing price
Net Assets
33.21B
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APSRX vs PMBJX

Header iconAPSRX vs PMBJX Comparison
Open Charts APSRX vs PMBJXBanner chart's image
NYLI Fiera SMID Growth
Price$16.47
Change+$0.17 (+1.04%)
VolumeN/A
Net Assets351.26M
Principal MidCap J
Price$44.34
Change+$0.32 (+0.73%)
VolumeN/A
Net Assets33.21B
APSRX vs PMBJX Comparison Chart in %
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APSRX vs. PMBJX commentary
Jul 28, 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.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 33.2B 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 : 13.47 vs. APSRX (-0.18). PMBJX return over 5 years is better than : 55.02 vs. APSRX (-6.58).
APSRXPMBJXAPSRX / PMBJX
Total Expense Ratio1.150.78147%
Annual Report Gross Expense Ratio1.230.78158%
Fund Existence7 years24 years-
Gain YTD-0.4838.650-6%
Front Load6%N/A-
Min. Initial Investment1500010001,500%
Min. Initial Investment IRAN/AN/A-
Net Assets351M33.2B1%
Annual Yield % from dividends0.000.06-
Returns for 1 year-0.1813.47-1%
Returns for 3 years3.2648.887%
Returns for 5 years-6.5855.02-12%
Returns for 10 yearsN/A103.26-
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