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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$10.08
Change-$0.01 (-0.10%)
VolumeN/A
Net Assets997.63M
IAXSX vs PMBJX Comparison Chart in %
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IAXSX vs. PMBJX commentary
Sep 18, 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 Hold and PMBJX is a Buy.
FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 33.2B vs. IAXSX (998M). PMBJX pays higher dividends than IAXSX: PMBJX (0.06) vs IAXSX (0.00). IAXSX was incepted earlier than PMBJX: IAXSX (24 years) vs PMBJX (25 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). IAXSX annual gain was more profitable for investors over the last year : 7.80 vs. PMBJX (5.93). PMBJX return over 5 years is better than : 47.44 vs. IAXSX (-13.46).
| 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 | 25 years | - |
| Gain YTD | -1.657 | 6.984 | -24% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 998M | 33.2B | 3% |
| Annual Yield % from dividends | 0.00 | 0.06 | - |
| Returns for 1 year | 7.80 | 5.93 | 131% |
| Returns for 3 years | 27.24 | 47.39 | 57% |
| Returns for 5 years | -13.46 | 47.44 | -28% |
| Returns for 10 years | -1.59 | 110.18 | -1% |
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