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IAXIX vs PMBPX
IAXIX vs PMBPX Comparison
Open Charts IAXIX vs PMBPX
VY® T. Rowe Price Divers Mid Cap Gr I
Price$10.90
Change-$0.55 (-4.80%)
VolumeN/A
Net Assets921.78M
IAXIX vs PMBPX Comparison Chart in %
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IAXIX vs. PMBPX commentary
Feb 04, 2026
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 PMBPX is a Hold.
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 30.3B vs. IAXIX (922M). IAXIX (0.00) and PMBPX (0.00) have matching dividends . IAXIX was incepted earlier than PMBPX: IAXIX (24 years) vs PMBPX (25 years). IAXIX (0.86) and PMBPX (0.83) have similar cost to investors . IAXIX is a more actively managed with annual turnover of: 45.00 vs. PMBPX (13.70). IAXIX (0) and PMBPX (0) have matching initial minimum investment requirements. IAXIX annual gain was more profitable for investors over the last year : -10.29 vs. PMBPX (-11.17). PMBPX return over 5 years is better than : 12.76 vs. IAXIX (-31.70).
| IAXIX | PMBPX | IAXIX / PMBPX | |
| Total Expense Ratio | 0.80 | 0.83 | 96% |
| Annual Report Gross Expense Ratio | 0.86 | 0.83 | 104% |
| Fund Existence | 24 years | 25 years | - |
| Gain YTD | -0.819 | -2.931 | 28% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 922M | 30.3B | 3% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -10.29 | -11.17 | 92% |
| Returns for 3 years | 16.45 | 21.00 | 78% |
| Returns for 5 years | -31.70 | 12.76 | -248% |
| Returns for 10 years | 18.81 | 119.39 | 16% |
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