Interact to see
Advertisement
Advertisement
IAXIX vs PMBMX
IAXIX vs PMBMX Comparison
Open Charts IAXIX vs PMBMX
VY® T. Rowe Price Divers Mid Cap Gr I
Price$11.23
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets942.6M
IAXIX vs PMBMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IAXIX vs. PMBMX commentary
Dec 29, 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 IAXIX is a Hold and PMBMX is a Hold.
FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 31.2B vs. IAXIX (943M). PMBMX pays higher dividends than IAXIX: PMBMX (0.02) vs IAXIX (0.00). IAXIX was incepted earlier than PMBMX: IAXIX (24 years) vs PMBMX (25 years). PMBMX (1.14) is less costly to investors than IAXIX (0.86). IAXIX is a more actively managed with annual turnover of: 45.00 vs. PMBMX (10.50). IAXIX (0) and PMBMX (0) have matching initial minimum investment requirements. IAXIX annual gain was more profitable for investors over the last year : -4.67 vs. PMBMX (-5.21). PMBMX return over 5 years is better than : 16.99 vs. IAXIX (-27.17).
| IAXIX | PMBMX | IAXIX / PMBMX | |
| Total Expense Ratio | 0.80 | 1.14 | 70% |
| Annual Report Gross Expense Ratio | 0.86 | 1.14 | 75% |
| Fund Existence | 24 years | 25 years | - |
| Gain YTD | -1.750 | -3.280 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 943M | 31.2B | 3% |
| Annual Yield % from dividends | 0.00 | 0.02 | - |
| Returns for 1 year | -4.67 | -5.21 | 90% |
| Returns for 3 years | 31.65 | 36.89 | 86% |
| Returns for 5 years | -27.17 | 16.99 | -160% |
| Returns for 10 years | 5.91 | 93.63 | 6% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement