Interact to see
Advertisement
Advertisement
APSGX vs PMBJX
APSGX vs PMBJX Comparison
Open Charts APSGX vs PMBJX
NYLI Fiera SMID Growth
Price$16.45
Change+$0.04 (+0.24%)
VolumeN/A
Net Assets344.79M
APSGX vs PMBJX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
APSGX vs. PMBJX commentary
Jun 28, 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 APSGX is a Buy and PMBJX is a Buy.
FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 31.2B vs. APSGX (345M). PMBJX pays higher dividends than APSGX: PMBJX (0.06) vs APSGX (0.00). APSGX was incepted earlier than PMBJX: APSGX (13 years) vs PMBJX (24 years). APSGX (0.98) is less costly to investors than PMBJX (0.78). APSGX is a more actively managed with annual turnover of: 51.00 vs. PMBJX (10.50). PMBJX has a lower initial minimum investment than APSGX: PMBJX (1000) vs APSGX (1000000). PMBJX annual gain was more profitable for investors over the last year : 12.20 vs. APSGX (-2.03). PMBJX return over 5 years is better than : 59.89 vs. APSGX (-1.26).
| APSGX | PMBJX | APSGX / PMBJX | |
| Total Expense Ratio | 0.85 | 0.78 | 109% |
| Annual Report Gross Expense Ratio | 0.98 | 0.78 | 126% |
| Fund Existence | 13 years | 24 years | - |
| Gain YTD | -3.519 | 4.386 | -80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 345M | 31.2B | 1% |
| Annual Yield % from dividends | 0.00 | 0.06 | - |
| Returns for 1 year | -2.03 | 12.20 | -17% |
| Returns for 3 years | 5.31 | 49.41 | 11% |
| Returns for 5 years | -1.26 | 59.89 | -2% |
| Returns for 10 years | -5.24 | 96.44 | -5% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement