Ad is loading...
IAXIX vs PMBPX
IAXIX vs PMBPX Comparison
Open Charts IAXIX vs PMBPX
VY® T. Rowe Price Divers Mid Cap Gr I
Price$10.50
Change+$0.25 (+2.44%)
VolumeN/A
Net Assets825.02M
IAXIX vs PMBPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
IAXIX vs. PMBPX commentary
Apr 24, 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 PMBPX is a Buy.
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 28.5B vs. IAXIX (825M). PMBPX pays higher dividends than IAXIX: PMBPX (0.01) vs IAXIX (0.00). IAXIX was incepted earlier than PMBPX: IAXIX (23 years) vs PMBPX (24 years). IAXIX (0.87) and PMBPX (0.84) have similar cost to investors . IAXIX is a more actively managed with annual turnover of: 45.00 vs. PMBPX (10.50). IAXIX (0) and PMBPX (0) have matching initial minimum investment requirements. PMBPX annual gain was more profitable for investors over the last year : 5.76 vs. IAXIX (-6.39). PMBPX return over 5 years is better than : 65.80 vs. IAXIX (-6.39).
| IAXIX | PMBPX | IAXIX / PMBPX | |
| Total Expense Ratio | 0.80 | 0.84 | 95% |
| Annual Report Gross Expense Ratio | 0.87 | 0.84 | 104% |
| Fund Existence | 23 years | 24 years | - |
| Gain YTD | -10.324 | -4.326 | 239% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 825M | 28.5B | 3% |
| Annual Yield % from dividends | 0.00 | 0.01 | - |
| Returns for 1 year | -6.39 | 5.76 | -111% |
| Returns for 3 years | -14.30 | 21.34 | -67% |
| Returns for 5 years | -6.39 | 65.80 | -10% |
| Returns for 10 years | -21.08 | 78.76 | -27% |
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 % |
| ZHDG | 19.27 | 0.50 | +2.66% |
| ZEGA Buy and Hedge ETF | |||
| PFF | 29.91 | 0.29 | +0.96% |
| iShares Preferred&Income Securities ETF | |||
| DFEV | 26.40 | 0.19 | +0.72% |
| Dimensional Emerging Markets Value ETF | |||
| CRDT | 25.23 | 0.01 | +0.06% |
| Simplify Opportunistic Income ETF | |||
| NCA | 8.26 | -0.01 | -0.12% |
| Nuveen California Municipal Value Fund | |||