APSRX
Price
$16.47
Change
+$0.17 (+1.04%)
Updated
Jul 25 closing price
Net Assets
351.26M
PMBMX
Price
$44.29
Change
+$0.31 (+0.70%)
Updated
Jul 25 closing price
Net Assets
33.21B
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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$16.47
Change+$0.17 (+1.04%)
VolumeN/A
Net Assets351.26M
Principal MidCap R3
Price$44.29
Change+$0.31 (+0.70%)
VolumeN/A
Net Assets33.21B
APSRX vs PMBMX Comparison Chart in %
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APSRX vs. PMBMX 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 PMBMX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 33.2B 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 : 13.04 vs. APSRX (-0.18). PMBMX return over 5 years is better than : 52.44 vs. APSRX (-6.58).
APSRXPMBMXAPSRX / PMBMX
Total Expense Ratio1.151.14101%
Annual Report Gross Expense Ratio1.231.14108%
Fund Existence7 years25 years-
Gain YTD-0.4838.421-6%
Front Load6%N/A-
Min. Initial Investment150000-
Min. Initial Investment IRAN/AN/A-
Net Assets351M33.2B1%
Annual Yield % from dividends0.000.02-
Returns for 1 year-0.1813.04-1%
Returns for 3 years3.2647.277%
Returns for 5 years-6.5852.44-13%
Returns for 10 yearsN/A97.42-
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