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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$9.27
Change-$0.09 (-0.96%)
VolumeN/A
Net Assets955.95M
IAXTX vs PMBPX Comparison Chart
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IAXTX vs. PMBPX commentary
Jun 15, 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: 31B vs. IAXTX (956M). PMBPX pays higher dividends than IAXTX: PMBPX (0.01) vs IAXTX (0.00). IAXTX was incepted earlier than PMBPX: IAXTX (16 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 : 10.26 vs. IAXTX (5.70). PMBPX return over 5 years is better than : 54.31 vs. IAXTX (-14.71).
| IAXTX | PMBPX | IAXTX / PMBPX | |
| Total Expense Ratio | 1.20 | 0.83 | 145% |
| Annual Report Gross Expense Ratio | 1.26 | 0.83 | 152% |
| Fund Existence | 16 years | 25 years | - |
| Gain YTD | 5.943 | 1.933 | 307% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 956M | 31B | 3% |
| Annual Yield % from dividends | 0.00 | 0.01 | - |
| Returns for 1 year | 5.70 | 10.26 | 56% |
| Returns for 3 years | 5.70 | 49.52 | 12% |
| Returns for 5 years | -14.71 | 54.31 | -27% |
| Returns for 10 years | -24.19 | 92.68 | -26% |
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