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APSRX vs PMBMX
APSRX vs PMBMX Comparison
Open Charts APSRX vs PMBMX
NYLI Fiera SMID Growth
Price$16.20
Change+$0.17 (+1.06%)
VolumeN/A
Net Assets350.65M
APSRX vs PMBMX Comparison Chart in %
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APSRX vs. PMBMX commentary
Jul 07, 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 PMBMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 32.3B vs. APSRX (351M). PMBMX pays higher dividends than APSRX: PMBMX (0.02) vs APSRX (0.00). APSRX was incepted earlier than PMBMX: APSRX (7 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). PMBMX annual gain was more profitable for investors over the last year : 14.80 vs. APSRX (-0.67). PMBMX return over 5 years is better than : 55.71 vs. APSRX (-5.26).
| APSRX | PMBMX | APSRX / PMBMX | |
| Total Expense Ratio | 1.15 | 1.14 | 101% |
| Annual Report Gross Expense Ratio | 1.23 | 1.14 | 108% |
| Fund Existence | 7 years | 25 years | - |
| Gain YTD | -2.115 | 6.854 | -31% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 15000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 351M | 32.3B | 1% |
| Annual Yield % from dividends | 0.00 | 0.02 | - |
| Returns for 1 year | -0.67 | 14.80 | -5% |
| Returns for 3 years | 6.58 | 50.19 | 13% |
| Returns for 5 years | -5.26 | 55.71 | -9% |
| Returns for 10 years | N/A | 94.74 | - |
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