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APSRX vs PMBJX
APSRX vs PMBJX Comparison
Open Charts APSRX vs PMBJX
NYLI Fiera SMID Growth
Price$13.41
Change-$0.70 (-4.96%)
VolumeN/A
Net Assets310.67M
APSRX vs PMBJX Comparison Chart
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APSRX vs. PMBJX commentary
Apr 06, 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: 27B vs. APSRX (311M). PMBJX pays higher dividends than APSRX: PMBJX (0.06) vs APSRX (0.00). APSRX was incepted earlier than PMBJX: APSRX (7 years) vs PMBJX (24 years). APSRX (1.23) is less costly to investors than PMBJX (0.82). 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). PMBJX annual gain was more profitable for investors over the last year : -1.24 vs. APSRX (-21.16). PMBJX return over 5 years is better than : 82.66 vs. APSRX (13.45).
| APSRX | PMBJX | APSRX / PMBJX | |
| Total Expense Ratio | 1.15 | 0.82 | 140% |
| Annual Report Gross Expense Ratio | 1.23 | 0.82 | 150% |
| Fund Existence | 7 years | 24 years | - |
| Gain YTD | -18.973 | -8.478 | 224% |
| Front Load | 6% | N/A | - |
| 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 | 0.06 | - |
| Returns for 1 year | -21.16 | -1.24 | 1,713% |
| Returns for 3 years | -29.86 | 9.02 | -331% |
| Returns for 5 years | 13.45 | 82.66 | 16% |
| Returns for 10 years | N/A | 68.83 | - |
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