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APSRX vs PMBPX
APSRX vs PMBPX Comparison
Open Charts APSRX vs PMBPX
NYLI Fiera SMID Growth
Price$16.16
Change-$0.20 (-1.22%)
VolumeN/A
Net Assets346.54M
APSRX vs PMBPX Comparison Chart in %
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APSRX vs. PMBPX commentary
Aug 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 PMBPX is a Buy.
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32.4B vs. APSRX (347M). PMBPX pays higher dividends than APSRX: PMBPX (0.01) vs APSRX (0.00). APSRX was incepted earlier than PMBPX: APSRX (7 years) vs PMBPX (25 years). APSRX (1.23) is less costly to investors than PMBPX (0.83). APSRX is a more actively managed with annual turnover of: 51.00 vs. PMBPX (10.50). PMBPX has a lower initial minimum investment than APSRX: PMBPX (0) vs APSRX (15000). PMBPX annual gain was more profitable for investors over the last year : 14.25 vs. APSRX (5.35). PMBPX return over 5 years is better than : 46.40 vs. APSRX (-12.84).
| APSRX | PMBPX | APSRX / PMBPX | |
| Total Expense Ratio | 1.15 | 0.83 | 139% |
| Annual Report Gross Expense Ratio | 1.23 | 0.83 | 148% |
| Fund Existence | 7 years | 25 years | - |
| Gain YTD | -2.356 | 5.936 | -40% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 15000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 347M | 32.4B | 1% |
| Annual Yield % from dividends | 0.00 | 0.01 | - |
| Returns for 1 year | 5.35 | 14.25 | 38% |
| Returns for 3 years | -6.97 | 35.98 | -19% |
| Returns for 5 years | -12.84 | 46.40 | -28% |
| Returns for 10 years | N/A | 97.60 | - |
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