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IAXTX vs PMBMX
IAXTX vs PMBMX Comparison
Open Charts IAXTX vs PMBMX
VY® T. Rowe Price Divers Mid Cap Gr S2
Price$8.22
Change-$0.02 (-0.24%)
VolumeN/A
Net Assets954.78M
IAXTX vs PMBMX Comparison Chart in %
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IAXTX vs. PMBMX commentary
Nov 14, 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 PMBMX is a Buy.
FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 32B vs. IAXTX (955M). PMBMX pays higher dividends than IAXTX: PMBMX (0.02) vs IAXTX (0.00). IAXTX was incepted earlier than PMBMX: IAXTX (17 years) vs PMBMX (25 years). IAXTX (1.26) is less costly to investors than PMBMX (1.14). IAXTX is a more actively managed with annual turnover of: 45.00 vs. PMBMX (10.50). IAXTX (0) and PMBMX (0) have matching initial minimum investment requirements. PMBMX annual gain was more profitable for investors over the last year : -5.35 vs. IAXTX (-9.57). PMBMX return over 5 years is better than : 28.27 vs. IAXTX (-31.56).
| IAXTX | PMBMX | IAXTX / PMBMX | |
| Total Expense Ratio | 1.20 | 1.14 | 105% |
| Annual Report Gross Expense Ratio | 1.26 | 1.14 | 111% |
| Fund Existence | 17 years | 25 years | - |
| Gain YTD | -6.057 | 2.595 | -233% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 955M | 32B | 3% |
| Annual Yield % from dividends | 0.00 | 0.02 | - |
| Returns for 1 year | -9.57 | -5.35 | 179% |
| Returns for 3 years | 14.80 | 32.82 | 45% |
| Returns for 5 years | -31.56 | 28.27 | -112% |
| Returns for 10 years | -15.04 | 96.99 | -16% |
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