Ad is loading...
IAXIX vs PMBJX
IAXIX vs PMBJX Comparison
Open Charts IAXIX vs PMBJX
VY® T. Rowe Price Divers Mid Cap Gr I
Price$10.50
Change+$0.25 (+2.44%)
VolumeN/A
Net Assets825.02M
IAXIX vs PMBJX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
IAXIX vs. PMBJX commentary
Apr 25, 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 IAXIX is a Buy and PMBJX is a Buy.
FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 28.5B vs. IAXIX (825M). PMBJX pays higher dividends than IAXIX: PMBJX (0.06) vs IAXIX (0.00). IAXIX was incepted earlier than PMBJX: IAXIX (23 years) vs PMBJX (24 years). IAXIX (0.87) is less costly to investors than PMBJX (0.82). IAXIX is a more actively managed with annual turnover of: 45.00 vs. PMBJX (10.50). IAXIX has a lower initial minimum investment than PMBJX: IAXIX (0) vs PMBJX (1000). PMBJX annual gain was more profitable for investors over the last year : 5.63 vs. IAXIX (-6.39). PMBJX return over 5 years is better than : 64.52 vs. IAXIX (-6.39).
| IAXIX | PMBJX | IAXIX / PMBJX | |
| Total Expense Ratio | 0.80 | 0.82 | 98% |
| Annual Report Gross Expense Ratio | 0.87 | 0.82 | 106% |
| Fund Existence | 23 years | 24 years | - |
| Gain YTD | -10.324 | -4.313 | 239% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 825M | 28.5B | 3% |
| Annual Yield % from dividends | 0.00 | 0.06 | - |
| Returns for 1 year | -6.39 | 5.63 | -113% |
| Returns for 3 years | -14.30 | 20.90 | -68% |
| Returns for 5 years | -6.39 | 64.52 | -10% |
| Returns for 10 years | -21.08 | 75.34 | -28% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| IWV | 304.49 | 5.11 | +1.71% |
| iShares Russell 3000 ETF | |||
| MMD | 14.24 | 0.22 | +1.57% |
| NYLI MacKay DefinedTerm Muni Opportunities Fund | |||
| MMCA | 20.99 | 0.06 | +0.26% |
| NYLI MacKay California Muni Intmdt ETF | |||
| GSST | 50.40 | N/A | N/A |
| Goldman Sachs Ultra Short Bond ETF | |||
| MSMR | 29.06 | -0.17 | -0.58% |
| McElhenny Sheffield Managed Risk ETF | |||