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IYMIX vs PMBMX
IYMIX vs PMBMX Comparison
Open Charts IYMIX vs PMBMX
Macquarie Mid Cap Growth I
Price$28.64
Change-$0.58 (-1.98%)
VolumeN/A
Net Assets4.97B
IYMIX vs PMBMX Comparison Chart
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IYMIX vs. PMBMX commentary
Jun 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 IYMIX is a Buy and PMBMX is a Hold.
FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 31B vs. IYMIX (4.98B). PMBMX pays higher dividends than IYMIX: PMBMX (0.02) vs IYMIX (0.00). IYMIX was incepted earlier than PMBMX: IYMIX (18 years) vs PMBMX (25 years). PMBMX (1.14) is less costly to investors than IYMIX (0.98). IYMIX is a more actively managed with annual turnover of: 27.00 vs. PMBMX (10.50). IYMIX (0) and PMBMX (0) have matching initial minimum investment requirements. PMBMX annual gain was more profitable for investors over the last year : 9.71 vs. IYMIX (-7.55). PMBMX return over 5 years is better than : 50.58 vs. IYMIX (-10.42).
| IYMIX | PMBMX | IYMIX / PMBMX | |
| Total Expense Ratio | 0.79 | 1.14 | 69% |
| Annual Report Gross Expense Ratio | 0.98 | 1.14 | 86% |
| Fund Existence | 18 years | 25 years | - |
| Gain YTD | -2.386 | 1.787 | -134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.98B | 31B | 16% |
| Annual Yield % from dividends | 0.00 | 0.02 | - |
| Returns for 1 year | -7.55 | 9.71 | -78% |
| Returns for 3 years | 2.03 | 47.38 | 4% |
| Returns for 5 years | -10.42 | 50.58 | -21% |
| Returns for 10 years | 14.70 | 83.54 | 18% |
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