Interact to see
Advertisement
Advertisement
IAXSX vs PMBJX
IAXSX vs PMBJX Comparison
Open Charts IAXSX vs PMBJX
VY® T. Rowe Price Divers Mid Cap Gr S
Price$10.90
Change-$0.05 (-0.46%)
VolumeN/A
Net Assets954.05M
IAXSX vs PMBJX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
IAXSX vs. PMBJX commentary
Jun 07, 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: 30.9B vs. IAXSX (954M). 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 : 10.36 vs. IAXSX (8.74). PMBJX return over 5 years is better than : 44.91 vs. IAXSX (-11.18).
| 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 | 6.725 | 2.916 | 231% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 954M | 30.9B | 3% |
| Annual Yield % from dividends | 0.00 | 0.06 | - |
| Returns for 1 year | 8.74 | 10.36 | 84% |
| Returns for 3 years | 1.86 | 34.83 | 5% |
| Returns for 5 years | -11.18 | 44.91 | -25% |
| Returns for 10 years | -12.84 | 91.75 | -14% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| MINT | 100.21 | N/A | N/A |
| PIMCO Enhanced Short Maturity Active ETF | |||
| SPSK | 18.08 | -0.06 | -0.33% |
| SP Funds Dow Jones Global Sukuk ETF | |||
| CRBN | 205.08 | -0.71 | -0.34% |
| iShares MSCI ACWI Low Carbon Target ETF | |||
| QDIV | 33.30 | -0.16 | -0.49% |
| Global X S&P 500® Quality Dividend ETF | |||
| CGO | 11.26 | -0.06 | -0.53% |
| Calamos Global Total Return Fund | |||