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APSRX vs PMBJX
APSRX vs PMBJX Comparison
Open Charts APSRX vs PMBJX
NYLI Fiera SMID Growth
Price$16.84
Change+$0.35 (+2.12%)
VolumeN/A
Net Assets327.17M
APSRX vs PMBJX Comparison Chart in %
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APSRX vs. PMBJX commentary
Nov 22, 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 PMBJX is a Hold.
FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 30.6B vs. APSRX (327M). PMBJX pays higher dividends than APSRX: PMBJX (0.06) vs APSRX (0.00). APSRX was incepted earlier than PMBJX: APSRX (8 years) vs PMBJX (25 years). APSRX (1.23) is less costly to investors than PMBJX (0.78). APSRX is a more actively managed with annual turnover of: 51.00 vs. PMBJX (10.50). PMBJX has a lower initial minimum investment than APSRX: PMBJX (1000) vs APSRX (15000). APSRX annual gain was more profitable for investors over the last year : -6.44 vs. PMBJX (-8.74). PMBJX return over 5 years is better than : 24.71 vs. APSRX (-21.96).
| APSRX | PMBJX | APSRX / PMBJX | |
| Total Expense Ratio | 1.15 | 0.78 | 147% |
| Annual Report Gross Expense Ratio | 1.23 | 0.78 | 158% |
| Fund Existence | 8 years | 25 years | - |
| Gain YTD | 1.752 | -1.201 | -146% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 15000 | 1000 | 1,500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 327M | 30.6B | 1% |
| Annual Yield % from dividends | 0.00 | 0.06 | - |
| Returns for 1 year | -6.44 | -8.74 | 74% |
| Returns for 3 years | 2.87 | 30.06 | 10% |
| Returns for 5 years | -21.96 | 24.71 | -89% |
| Returns for 10 years | N/A | 87.73 | - |
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