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IAXTX vs PMBJX
IAXTX vs PMBJX Comparison
Open Charts IAXTX vs PMBJX
VY® T. Rowe Price Divers Mid Cap Gr S2
Price$9.72
Change+$0.12 (+1.25%)
VolumeN/A
Net Assets993.89M
IAXTX vs PMBJX Comparison Chart in %
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IAXTX vs. PMBJX commentary
Jul 06, 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 IAXTX is a Buy and PMBJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 32.3B vs. IAXTX (994M). PMBJX pays higher dividends than IAXTX: PMBJX (0.06) vs IAXTX (0.00). IAXTX was incepted earlier than PMBJX: IAXTX (16 years) vs PMBJX (24 years). IAXTX (1.26) is less costly to investors than PMBJX (0.78). IAXTX is a more actively managed with annual turnover of: 45.00 vs. PMBJX (10.50). IAXTX has a lower initial minimum investment than PMBJX: IAXTX (0) vs PMBJX (1000). PMBJX annual gain was more profitable for investors over the last year : 15.26 vs. IAXTX (9.46). PMBJX return over 5 years is better than : 58.39 vs. IAXTX (-14.94).
| IAXTX | PMBJX | IAXTX / PMBJX | |
| Total Expense Ratio | 1.20 | 0.78 | 154% |
| Annual Report Gross Expense Ratio | 1.26 | 0.78 | 162% |
| Fund Existence | 16 years | 24 years | - |
| Gain YTD | 11.086 | 7.057 | 157% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 994M | 32.3B | 3% |
| Annual Yield % from dividends | 0.00 | 0.06 | - |
| Returns for 1 year | 9.46 | 15.26 | 62% |
| Returns for 3 years | 7.64 | 51.79 | 15% |
| Returns for 5 years | -14.94 | 58.39 | -26% |
| Returns for 10 years | -19.46 | 100.46 | -19% |
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