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APSRX vs PMBMX
APSRX vs PMBMX Comparison
Open Charts APSRX vs PMBMX
NYLI Fiera SMID Growth
Price$16.92
Change-$0.12 (-0.70%)
VolumeN/A
Net Assets317.01M
APSRX vs PMBMX Comparison Chart in %
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APSRX vs. PMBMX commentary
Feb 04, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 29.5B vs. APSRX (317M). APSRX (0.00) and PMBMX (0.00) have matching dividends . 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: 50.00 vs. PMBMX (13.70). 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 : -1.51 vs. PMBMX (-11.84). PMBMX return over 5 years is better than : 9.56 vs. APSRX (-19.66).
| 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 | -0.646 | -2.987 | 22% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 15000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 317M | 29.5B | 1% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -1.51 | -11.84 | 13% |
| Returns for 3 years | 14.25 | 18.93 | 75% |
| Returns for 5 years | -19.66 | 9.56 | -206% |
| Returns for 10 years | N/A | 108.34 | - |
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