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IAXSX vs PMBMX
IAXSX vs PMBMX Comparison
Open Charts IAXSX vs PMBMX
VY® T. Rowe Price Divers Mid Cap Gr S
Price$9.89
Change-$0.02 (-0.20%)
VolumeN/A
Net Assets942.6M
IAXSX vs PMBMX Comparison Chart in %
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IAXSX vs. PMBMX commentary
Dec 28, 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 IAXSX is a Hold and PMBMX is a Hold.
FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 31.2B vs. IAXSX (943M). PMBMX pays higher dividends than IAXSX: PMBMX (0.02) vs IAXSX (0.00). IAXSX was incepted earlier than PMBMX: IAXSX (24 years) vs PMBMX (25 years). PMBMX (1.14) and IAXSX (1.11) have similar cost to investors . IAXSX is a more actively managed with annual turnover of: 45.00 vs. PMBMX (10.50). IAXSX (0) and PMBMX (0) have matching initial minimum investment requirements. PMBMX annual gain was more profitable for investors over the last year : -5.21 vs. IAXSX (-6.52). PMBMX return over 5 years is better than : 16.99 vs. IAXSX (-32.31).
| IAXSX | PMBMX | IAXSX / PMBMX | |
| Total Expense Ratio | 1.05 | 1.14 | 92% |
| Annual Report Gross Expense Ratio | 1.11 | 1.14 | 97% |
| Fund Existence | 24 years | 25 years | - |
| Gain YTD | -3.606 | -3.280 | 110% |
| 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 | -6.52 | -5.21 | 125% |
| Returns for 3 years | 26.96 | 36.89 | 73% |
| Returns for 5 years | -32.31 | 16.99 | -190% |
| Returns for 10 years | -4.55 | 93.63 | -5% |
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