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APSGX vs PMBMX
APSGX vs PMBMX Comparison
Open Charts APSGX vs PMBMX
NYLI Fiera SMID Growth
Price$16.08
Change-$0.30 (-1.83%)
VolumeN/A
Net Assets350.02M
APSGX vs PMBMX Comparison Chart
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APSGX vs. PMBMX commentary
Jun 16, 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 APSGX is a Hold and PMBMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 30.6B vs. APSGX (350M). PMBMX pays higher dividends than APSGX: PMBMX (0.02) vs APSGX (0.00). APSGX was incepted earlier than PMBMX: APSGX (13 years) vs PMBMX (25 years). PMBMX (1.14) is less costly to investors than APSGX (0.98). APSGX is a more actively managed with annual turnover of: 51.00 vs. PMBMX (10.50). PMBMX has a lower initial minimum investment than APSGX: PMBMX (0) vs APSGX (1000000). PMBMX annual gain was more profitable for investors over the last year : 9.71 vs. APSGX (-2.96). PMBMX return over 5 years is better than : 50.58 vs. APSGX (-1.83).
| APSGX | PMBMX | APSGX / PMBMX | |
| Total Expense Ratio | 0.85 | 1.14 | 75% |
| Annual Report Gross Expense Ratio | 0.98 | 1.14 | 86% |
| Fund Existence | 13 years | 25 years | - |
| Gain YTD | -5.689 | 1.787 | -318% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 350M | 30.6B | 1% |
| Annual Yield % from dividends | 0.00 | 0.02 | - |
| Returns for 1 year | -2.96 | 9.71 | -30% |
| Returns for 3 years | 6.70 | 47.38 | 14% |
| Returns for 5 years | -1.83 | 50.58 | -4% |
| Returns for 10 years | -8.74 | 83.54 | -10% |
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