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IAXAX vs PMBJX
IAXAX vs PMBJX Comparison
Open Charts IAXAX vs PMBJX
VY® T. Rowe Price Divers Mid Cap Gr A
Price$7.69
Change+$0.06 (+0.79%)
VolumeN/A
Net Assets827.11M
IAXAX vs PMBJX Comparison Chart
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IAXAX vs. PMBJX commentary
Apr 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 IAXAX is a Buy and PMBJX is a Buy.
FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 28.4B vs. IAXAX (827M). PMBJX pays higher dividends than IAXAX: PMBJX (0.06) vs IAXAX (0.00). IAXAX was incepted earlier than PMBJX: IAXAX (23 years) vs PMBJX (24 years). IAXAX (1.37) is less costly to investors than PMBJX (0.82). IAXAX is a more actively managed with annual turnover of: 45.00 vs. PMBJX (10.50). IAXAX has a lower initial minimum investment than PMBJX: IAXAX (0) vs PMBJX (1000). PMBJX annual gain was more profitable for investors over the last year : 7.00 vs. IAXAX (-8.56). PMBJX return over 5 years is better than : 60.33 vs. IAXAX (-20.64).
| IAXAX | PMBJX | IAXAX / PMBJX | |
| Total Expense Ratio | 1.30 | 0.82 | 159% |
| Annual Report Gross Expense Ratio | 1.37 | 0.82 | 167% |
| Fund Existence | 23 years | 24 years | - |
| Gain YTD | -10.164 | -4.435 | 229% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 827M | 28.4B | 3% |
| Annual Yield % from dividends | 0.00 | 0.06 | - |
| Returns for 1 year | -8.56 | 7.00 | -122% |
| Returns for 3 years | -25.84 | 18.40 | -140% |
| Returns for 5 years | -20.64 | 60.33 | -34% |
| Returns for 10 years | -37.15 | 75.90 | -49% |
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