APSRX
Price
$16.47
Change
+$0.17 (+1.04%)
Updated
Jul 25 closing price
Net Assets
351.26M
PMBPX
Price
$47.20
Change
+$0.33 (+0.70%)
Updated
Jul 25 closing price
Net Assets
33.21B
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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$16.47
Change+$0.17 (+1.04%)
VolumeN/A
Net Assets351.26M
Principal MidCap R5
Price$47.20
Change+$0.33 (+0.70%)
VolumeN/A
Net Assets33.21B
APSRX vs PMBPX Comparison Chart in %
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APSRX vs. PMBPX 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 PMBPX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 33.2B 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 : 13.61 vs. APSRX (-0.18). PMBPX return over 5 years is better than : 56.25 vs. APSRX (-6.58).
APSRXPMBPXAPSRX / PMBPX
Total Expense Ratio1.150.83139%
Annual Report Gross Expense Ratio1.230.83148%
Fund Existence7 years25 years-
Gain YTD-0.4838.606-6%
Front Load6%N/A-
Min. Initial Investment150000-
Min. Initial Investment IRAN/AN/A-
Net Assets351M33.2B1%
Annual Yield % from dividends0.000.01-
Returns for 1 year-0.1813.61-1%
Returns for 3 years3.2649.387%
Returns for 5 years-6.5856.25-12%
Returns for 10 yearsN/A107.27-
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