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APSRX vs PEMGX
APSRX vs PEMGX Comparison
Open Charts APSRX vs PEMGX
NYLI Fiera SMID Growth
Price$13.41
Change-$0.70 (-4.96%)
VolumeN/A
Net Assets310.67M
APSRX vs PEMGX Comparison Chart
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APSRX vs. PEMGX commentary
Apr 08, 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 PEMGX is a Buy.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 27B vs. APSRX (311M). APSRX (0.00) and PEMGX (0.00) have matching dividends . APSRX was incepted earlier than PEMGX: APSRX (7 years) vs PEMGX (20 years). APSRX (1.23) is less costly to investors than PEMGX (0.95). APSRX is a more actively managed with annual turnover of: 51.00 vs. PEMGX (10.50). APSRX (6%) and PEMGX (6%) have equivalent initial investment costs. PEMGX has a lower initial minimum investment than APSRX: PEMGX (1000) vs APSRX (15000). PEMGX annual gain was more profitable for investors over the last year : -1.24 vs. APSRX (-21.16). PEMGX return over 5 years is better than : 82.67 vs. APSRX (13.45).
| APSRX | PEMGX | APSRX / PEMGX | |
| Total Expense Ratio | 1.15 | 0.95 | 121% |
| Annual Report Gross Expense Ratio | 1.23 | 0.95 | 129% |
| Fund Existence | 7 years | 20 years | - |
| Gain YTD | -18.973 | -8.494 | 223% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 15000 | 1000 | 1,500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 311M | 27B | 1% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -21.16 | -1.24 | 1,706% |
| Returns for 3 years | -29.86 | 8.97 | -333% |
| Returns for 5 years | 13.45 | 82.67 | 16% |
| Returns for 10 years | N/A | 69.31 | - |
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