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APSRX vs PMBJX
APSRX vs PMBJX Comparison
Open Charts APSRX vs PMBJX
NYLI Fiera SMID Growth
Price$15.59
Change-$0.29 (-1.83%)
VolumeN/A
Net Assets350.02M
APSRX vs PMBJX Comparison Chart
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APSRX vs. PMBJX 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 APSRX is a Hold and PMBJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 30.6B vs. APSRX (350M). PMBJX pays higher dividends than APSRX: PMBJX (0.06) vs APSRX (0.00). APSRX was incepted earlier than PMBJX: APSRX (7 years) vs PMBJX (24 years). APSRX (1.23) is less costly to investors than PMBJX (0.78). APSRX is a more actively managed with annual turnover of: 51.00 vs. PMBJX (10.50). PMBJX has a lower initial minimum investment than APSRX: PMBJX (1000) vs APSRX (15000). PMBJX annual gain was more profitable for investors over the last year : 10.12 vs. APSRX (-3.35). PMBJX return over 5 years is better than : 53.13 vs. APSRX (-4.00).
| APSRX | PMBJX | APSRX / PMBJX | |
| Total Expense Ratio | 1.15 | 0.78 | 147% |
| Annual Report Gross Expense Ratio | 1.23 | 0.78 | 158% |
| Fund Existence | 7 years | 24 years | - |
| Gain YTD | -5.801 | 1.960 | -296% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 15000 | 1000 | 1,500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 350M | 30.6B | 1% |
| Annual Yield % from dividends | 0.00 | 0.06 | - |
| Returns for 1 year | -3.35 | 10.12 | -33% |
| Returns for 3 years | 5.27 | 48.96 | 11% |
| Returns for 5 years | -4.00 | 53.13 | -8% |
| Returns for 10 years | N/A | 88.94 | - |
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