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IAXTX vs PMBPX
IAXTX vs PMBPX Comparison
Open Charts IAXTX vs PMBPX
VY® T. Rowe Price Divers Mid Cap Gr S2
Price$8.11
Change+$0.04 (+0.50%)
VolumeN/A
Net Assets937.01M
IAXTX vs PMBPX Comparison Chart in %
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IAXTX vs. PMBPX commentary
Dec 04, 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 PMBPX is a Hold.
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 31.6B vs. IAXTX (937M). PMBPX pays higher dividends than IAXTX: PMBPX (0.01) vs IAXTX (0.00). IAXTX was incepted earlier than PMBPX: IAXTX (17 years) vs PMBPX (25 years). IAXTX (1.26) is less costly to investors than PMBPX (0.83). IAXTX is a more actively managed with annual turnover of: 45.00 vs. PMBPX (10.50). IAXTX (0) and PMBPX (0) have matching initial minimum investment requirements. PMBPX annual gain was more profitable for investors over the last year : -7.88 vs. IAXTX (-13.38). PMBPX return over 5 years is better than : 27.10 vs. IAXTX (-35.69).
| IAXTX | PMBPX | IAXTX / PMBPX | |
| Total Expense Ratio | 1.20 | 0.83 | 145% |
| Annual Report Gross Expense Ratio | 1.26 | 0.83 | 152% |
| Fund Existence | 17 years | 25 years | - |
| Gain YTD | -7.543 | 1.795 | -420% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 937M | 31.6B | 3% |
| Annual Yield % from dividends | 0.00 | 0.01 | - |
| Returns for 1 year | -13.38 | -7.88 | 170% |
| Returns for 3 years | 10.97 | 32.15 | 34% |
| Returns for 5 years | -35.69 | 27.10 | -132% |
| Returns for 10 years | -19.36 | 96.85 | -20% |
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