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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$8.21
Change-$0.02 (-0.24%)
VolumeN/A
Net Assets967.89M
IAXTX vs PMBMX Comparison Chart in %
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IAXTX vs. PMBMX 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 PMBMX is a Buy.
FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 31.9B vs. IAXTX (968M). 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. IAXTX annual gain was more profitable for investors over the last year : -2.61 vs. PMBMX (-3.39). PMBMX return over 5 years is better than : 32.70 vs. IAXTX (-30.66).
| 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 | -6.171 | 2.007 | -307% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 968M | 31.9B | 3% |
| Annual Yield % from dividends | 0.00 | 0.02 | - |
| Returns for 1 year | -2.61 | -3.39 | 77% |
| Returns for 3 years | 24.39 | 47.07 | 52% |
| Returns for 5 years | -30.66 | 32.70 | -94% |
| Returns for 10 years | -15.92 | 92.87 | -17% |
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