APSRX
Price
$16.20
Change
+$0.17 (+1.06%)
Updated
Jul 3 closing price
Net Assets
350.65M
PMBPX
Price
$46.52
Change
+$0.48 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
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APSRX vs PMBPX

Header iconAPSRX vs PMBPX Comparison
Open Charts APSRX vs PMBPXBanner chart's image
NYLI Fiera SMID Growth
Price$16.20
Change+$0.17 (+1.06%)
VolumeN/A
Net Assets350.65M
Principal MidCap R5
Price$46.52
Change+$0.48 (+1.04%)
VolumeN/A
Net Assets32.28B
APSRX vs PMBPX Comparison Chart in %
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APSRX vs. PMBPX 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 PMBPX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32.3B vs. APSRX (351M). PMBPX pays higher dividends than APSRX: PMBPX (0.01) vs APSRX (0.00). APSRX was incepted earlier than PMBPX: APSRX (7 years) vs PMBPX (25 years). APSRX (1.23) is less costly to investors than PMBPX (0.83). APSRX is a more actively managed with annual turnover of: 51.00 vs. PMBPX (10.50). PMBPX has a lower initial minimum investment than APSRX: PMBPX (0) vs APSRX (15000). PMBPX annual gain was more profitable for investors over the last year : 15.41 vs. APSRX (-0.67). PMBPX return over 5 years is better than : 59.60 vs. APSRX (-5.26).
APSRXPMBPXAPSRX / PMBPX
Total Expense Ratio1.150.83139%
Annual Report Gross Expense Ratio1.230.83148%
Fund Existence7 years25 years-
Gain YTD-2.1157.041-30%
Front Load6%N/A-
Min. Initial Investment150000-
Min. Initial Investment IRAN/AN/A-
Net Assets351M32.3B1%
Annual Yield % from dividends0.000.01-
Returns for 1 year-0.6715.41-4%
Returns for 3 years6.5852.3913%
Returns for 5 years-5.2659.60-9%
Returns for 10 yearsN/A104.46-
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