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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$10.28
Change+$0.17 (+1.68%)
VolumeN/A
Net Assets904.23M
IAXSX vs PMBJX Comparison Chart
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IAXSX vs. PMBJX commentary
May 09, 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: 30.2B vs. IAXSX (904M). PMBJX pays higher dividends than IAXSX: PMBJX (0.06) vs IAXSX (0.00). IAXSX was incepted earlier than PMBJX: IAXSX (23 years) vs PMBJX (24 years). IAXSX (1.12) 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 : 8.85 vs. IAXSX (0.40). PMBJX return over 5 years is better than : 63.43 vs. IAXSX (-8.75).
| IAXSX | PMBJX | IAXSX / PMBJX | |
| Total Expense Ratio | 1.05 | 0.78 | 135% |
| Annual Report Gross Expense Ratio | 1.12 | 0.78 | 144% |
| Fund Existence | 23 years | 24 years | - |
| Gain YTD | -1.462 | 1.054 | -139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 904M | 30.2B | 3% |
| Annual Yield % from dividends | 0.00 | 0.06 | - |
| Returns for 1 year | 0.40 | 8.85 | 4% |
| Returns for 3 years | 1.30 | 40.88 | 3% |
| Returns for 5 years | -8.75 | 63.43 | -14% |
| Returns for 10 years | -19.72 | 87.34 | -23% |
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