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APSRX vs PMBMX
APSRX vs PMBMX Comparison
Open Charts APSRX vs PMBMX
NYLI Fiera SMID Growth
Price$15.59
Change-$0.29 (-1.83%)
VolumeN/A
Net Assets350.02M
APSRX vs PMBMX Comparison Chart
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APSRX 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 APSRX is a Hold and PMBMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 30.6B vs. APSRX (350M). 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 : 9.71 vs. APSRX (-3.35). PMBMX return over 5 years is better than : 50.58 vs. APSRX (-4.00).
| 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 | -5.801 | 1.787 | -325% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 15000 | 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 | -3.35 | 9.71 | -34% |
| Returns for 3 years | 5.27 | 47.38 | 11% |
| Returns for 5 years | -4.00 | 50.58 | -8% |
| Returns for 10 years | N/A | 83.54 | - |
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