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APSRX vs PMBMX
APSRX vs PMBMX Comparison
Open Charts APSRX vs PMBMX
NYLI Fiera SMID Growth
Price$16.85
Change+$0.03 (+0.18%)
VolumeN/A
Net Assets341.91M
APSRX vs PMBMX Comparison Chart in %
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APSRX vs. PMBMX commentary
Oct 19, 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 PMBMX is a Buy.
FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 31.8B vs. APSRX (342M). PMBMX pays higher dividends than APSRX: PMBMX (0.02) vs APSRX (0.00). APSRX was incepted earlier than PMBMX: APSRX (8 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). APSRX annual gain was more profitable for investors over the last year : -0.59 vs. PMBMX (-3.39). PMBMX return over 5 years is better than : 32.70 vs. APSRX (-18.60).
| APSRX | PMBMX | APSRX / PMBMX | |
| Total Expense Ratio | 1.15 | 1.14 | 101% |
| Annual Report Gross Expense Ratio | 1.23 | 1.14 | 108% |
| Fund Existence | 8 years | 25 years | - |
| Gain YTD | 1.813 | 2.007 | 90% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 15000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 342M | 31.8B | 1% |
| Annual Yield % from dividends | 0.00 | 0.02 | - |
| Returns for 1 year | -0.59 | -3.39 | 17% |
| Returns for 3 years | 6.65 | 47.07 | 14% |
| Returns for 5 years | -18.60 | 32.70 | -57% |
| Returns for 10 years | N/A | 92.87 | - |
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