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APSRX vs PMBPX
APSRX vs PMBPX Comparison
Open Charts APSRX vs PMBPX
NYLI Fiera SMID Growth
Price$16.14
Change+$0.12 (+0.75%)
VolumeN/A
Net Assets343.98M
APSRX vs PMBPX Comparison Chart in %
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APSRX vs. PMBPX commentary
Jul 15, 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: 32B vs. APSRX (344M). 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 : 11.77 vs. APSRX (-3.58). PMBPX return over 5 years is better than : 56.44 vs. APSRX (-8.40).
| 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 | -2.477 | 5.637 | -44% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 15000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 344M | 32B | 1% |
| Annual Yield % from dividends | 0.00 | 0.01 | - |
| Returns for 1 year | -3.58 | 11.77 | -30% |
| Returns for 3 years | 3.13 | 51.13 | 6% |
| Returns for 5 years | -8.40 | 56.44 | -15% |
| Returns for 10 years | N/A | 98.57 | - |
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