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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$8.21
Change-$0.02 (-0.24%)
VolumeN/A
Net Assets967.89M
IAXTX vs PMBJX Comparison Chart in %
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IAXTX vs. PMBJX commentary
Oct 19, 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 Buy.
FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 31.8B vs. IAXTX (968M). PMBJX pays higher dividends than IAXTX: PMBJX (0.06) vs IAXTX (0.00). IAXTX was incepted earlier than PMBJX: IAXTX (17 years) vs PMBJX (25 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). IAXTX annual gain was more profitable for investors over the last year : -2.61 vs. PMBJX (-3.03). PMBJX return over 5 years is better than : 34.98 vs. IAXTX (-30.66).
| IAXTX | PMBJX | IAXTX / PMBJX | |
| Total Expense Ratio | 1.20 | 0.78 | 154% |
| Annual Report Gross Expense Ratio | 1.26 | 0.78 | 162% |
| Fund Existence | 17 years | 25 years | - |
| Gain YTD | -6.171 | 2.303 | -268% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 968M | 31.8B | 3% |
| Annual Yield % from dividends | 0.00 | 0.06 | - |
| Returns for 1 year | -2.61 | -3.03 | 86% |
| Returns for 3 years | 24.39 | 48.67 | 50% |
| Returns for 5 years | -30.66 | 34.98 | -88% |
| Returns for 10 years | -15.92 | 98.61 | -16% |
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