APSRX
Price
$16.20
Change
+$0.17 (+1.06%)
Updated
Jul 3 closing price
Net Assets
350.65M
PMBMX
Price
$43.65
Change
+$0.45 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
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APSRX vs PMBMX

Header iconAPSRX vs PMBMX Comparison
Open Charts APSRX vs PMBMXBanner chart's image
NYLI Fiera SMID Growth
Price$16.20
Change+$0.17 (+1.06%)
VolumeN/A
Net Assets350.65M
Principal MidCap R3
Price$43.65
Change+$0.45 (+1.04%)
VolumeN/A
Net Assets32.28B
APSRX vs PMBMX Comparison Chart in %
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APSRX vs. PMBMX 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 PMBMX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 32.3B vs. APSRX (351M). PMBMX pays higher dividends than APSRX: PMBMX (0.02) vs APSRX (0.00). APSRX was incepted earlier than PMBMX: APSRX (7 years) vs PMBMX (25 years). APSRX (1.23) is less costly to investors than PMBMX (1.14). APSRX is a more actively managed with annual turnover of: 51.00 vs. PMBMX (10.50). PMBMX has a lower initial minimum investment than APSRX: PMBMX (0) vs APSRX (15000). PMBMX annual gain was more profitable for investors over the last year : 14.80 vs. APSRX (-0.67). PMBMX return over 5 years is better than : 55.71 vs. APSRX (-5.26).
APSRXPMBMXAPSRX / PMBMX
Total Expense Ratio1.151.14101%
Annual Report Gross Expense Ratio1.231.14108%
Fund Existence7 years25 years-
Gain YTD-2.1156.854-31%
Front Load6%N/A-
Min. Initial Investment150000-
Min. Initial Investment IRAN/AN/A-
Net Assets351M32.3B1%
Annual Yield % from dividends0.000.02-
Returns for 1 year-0.6714.80-5%
Returns for 3 years6.5850.1913%
Returns for 5 years-5.2655.71-9%
Returns for 10 yearsN/A94.74-
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