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IAXIX vs PMBMX
IAXIX vs PMBMX Comparison
Open Charts IAXIX vs PMBMX
VY® T. Rowe Price Divers Mid Cap Gr I
Price$12.71
Change+$0.15 (+1.19%)
VolumeN/A
Net Assets993.89M
IAXIX vs PMBMX Comparison Chart in %
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IAXIX vs. PMBMX commentary
Jul 06, 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 PMBMX is a Buy.
FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 32.3B vs. IAXIX (994M). PMBMX pays higher dividends than IAXIX: PMBMX (0.02) vs IAXIX (0.00). IAXIX was incepted earlier than PMBMX: IAXIX (24 years) vs PMBMX (25 years). PMBMX (1.14) is less costly to investors than IAXIX (0.86). IAXIX is a more actively managed with annual turnover of: 45.00 vs. PMBMX (10.50). IAXIX (0) and PMBMX (0) have matching initial minimum investment requirements. PMBMX annual gain was more profitable for investors over the last year : 14.80 vs. IAXIX (13.38). PMBMX return over 5 years is better than : 55.71 vs. IAXIX (-1.61).
| IAXIX | PMBMX | IAXIX / PMBMX | |
| Total Expense Ratio | 0.80 | 1.14 | 70% |
| Annual Report Gross Expense Ratio | 0.86 | 1.14 | 75% |
| Fund Existence | 24 years | 25 years | - |
| Gain YTD | 11.199 | 6.854 | 163% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 994M | 32.3B | 3% |
| Annual Yield % from dividends | 0.00 | 0.02 | - |
| Returns for 1 year | 13.38 | 14.80 | 90% |
| Returns for 3 years | 19.12 | 50.19 | 38% |
| Returns for 5 years | -1.61 | 55.71 | -3% |
| Returns for 10 years | -0.09 | 94.74 | -0% |
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