Ad is loading...
APSRX vs FSMAX
APSRX vs FSMAX Comparison
Open Charts APSRX vs FSMAX
NYLI Fiera SMID Growth
Price$15.06
Change+$0.28 (+1.89%)
VolumeN/A
Net Assets349.85M
Fidelity Extended Market Index
Price$78.74
Change-$5.91 (-6.98%)
VolumeN/A
Net Assets36.55B
APSRX vs FSMAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
APSRX vs. FSMAX commentary
Apr 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 Buy and FSMAX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 36.5B vs. APSRX (350M). FSMAX pays higher dividends than APSRX: FSMAX (0.53) vs APSRX (0.00). APSRX was incepted earlier than FSMAX: APSRX (7 years) vs FSMAX (14 years). APSRX (1.23) is less costly to investors than FSMAX (0.04). APSRX is a more actively managed with annual turnover of: 51.00 vs. FSMAX (9.00). FSMAX has a lower initial minimum investment than APSRX: FSMAX (0) vs APSRX (15000). FSMAX annual gain was more profitable for investors over the last year : 3.80 vs. APSRX (-12.03). FSMAX return over 5 years is better than : 106.28 vs. APSRX (27.41).
| APSRX | FSMAX | APSRX / FSMAX | |
| Total Expense Ratio | 1.15 | 0.04 | 3,286% |
| Annual Report Gross Expense Ratio | 1.23 | 0.04 | 3,514% |
| Fund Existence | 7 years | 14 years | - |
| Gain YTD | -9.003 | -6.855 | 131% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 15000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 350M | 36.5B | 1% |
| Annual Yield % from dividends | 0.00 | 0.53 | - |
| Returns for 1 year | -12.03 | 3.80 | -317% |
| Returns for 3 years | -21.97 | 8.54 | -257% |
| Returns for 5 years | 27.41 | 106.28 | 26% |
| Returns for 10 years | N/A | 57.10 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers