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IAXSX vs PMBJX
IAXSX vs PMBJX Comparison
Open Charts IAXSX vs PMBJX
VY® T. Rowe Price Divers Mid Cap Gr S
Price$11.34
Change+$0.12 (+1.07%)
VolumeN/A
Net Assets977.66M
IAXSX vs PMBJX Comparison Chart in %
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IAXSX vs. PMBJX commentary
Jul 16, 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 IAXSX is a Buy and PMBJX is a Buy.
FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 32B vs. IAXSX (978M). PMBJX pays higher dividends than IAXSX: PMBJX (0.06) vs IAXSX (0.00). IAXSX was incepted earlier than PMBJX: IAXSX (24 years) vs PMBJX (24 years). IAXSX (1.11) is less costly to investors than PMBJX (0.78). IAXSX is a more actively managed with annual turnover of: 45.00 vs. PMBJX (10.50). IAXSX has a lower initial minimum investment than PMBJX: IAXSX (0) vs PMBJX (1000). PMBJX annual gain was more profitable for investors over the last year : 10.38 vs. IAXSX (7.78). PMBJX return over 5 years is better than : 51.50 vs. IAXSX (-10.65).
| IAXSX | PMBJX | IAXSX / PMBJX | |
| Total Expense Ratio | 1.05 | 0.78 | 135% |
| Annual Report Gross Expense Ratio | 1.11 | 0.78 | 142% |
| Fund Existence | 24 years | 24 years | - |
| Gain YTD | 9.357 | 5.660 | 165% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 978M | 32B | 3% |
| Annual Yield % from dividends | 0.00 | 0.06 | - |
| Returns for 1 year | 7.78 | 10.38 | 75% |
| Returns for 3 years | 11.09 | 49.19 | 23% |
| Returns for 5 years | -10.65 | 51.50 | -21% |
| Returns for 10 years | -11.74 | 94.65 | -12% |
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