Interact to see
Advertisement
Advertisement
APSRX vs PMBMX
APSRX vs PMBMX Comparison
Open Charts APSRX vs PMBMX
NYLI Fiera SMID Growth
Price$17.62
Change+$0.17 (+0.97%)
VolumeN/A
Net Assets349.44M
APSRX vs PMBMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
APSRX vs. PMBMX commentary
Dec 04, 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 StrongBuy and PMBMX is a Hold.
FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 31.6B vs. APSRX (349M). 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 : -5.55 vs. PMBMX (-8.38). PMBMX return over 5 years is better than : 23.98 vs. APSRX (-22.01).
| 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 | 4.894 | 1.469 | 333% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 15000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 349M | 31.6B | 1% |
| Annual Yield % from dividends | 0.00 | 0.02 | - |
| Returns for 1 year | -5.55 | -8.38 | 66% |
| Returns for 3 years | 2.78 | 30.25 | 9% |
| Returns for 5 years | -22.01 | 23.98 | -92% |
| Returns for 10 years | N/A | 87.43 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| MSFO | 15.92 | 0.07 | +0.44% |
| YieldMax MSFT Option Income Strategy ETF | |||
| AIRR | 97.67 | 0.13 | +0.13% |
| First Trust RBA Amer Indl RenaisTM ETF | |||
| LQIG | 96.31 | N/A | N/A |
| Stt Strt® SPDR® MktAxess IG 400 Corp ETF | |||
| TJAN | 27.17 | N/A | N/A |
| Innovator Equity Defined Protection ETF - 2 Yr to January 2027 | |||
| EIM | 9.90 | -0.02 | -0.20% |
| Eaton Vance Municipal | |||