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IAXSX vs PMBPX
IAXSX vs PMBPX Comparison
Open Charts IAXSX vs PMBPX
VY® T. Rowe Price Divers Mid Cap Gr S
Price$10.59
Change-$0.26 (-2.40%)
VolumeN/A
Net Assets971.18M
IAXSX vs PMBPX Comparison Chart
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IAXSX vs. PMBPX commentary
May 22, 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 PMBPX is a Buy.
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 31.3B vs. IAXSX (971M). PMBPX pays higher dividends than IAXSX: PMBPX (0.01) vs IAXSX (0.00). IAXSX was incepted earlier than PMBPX: IAXSX (23 years) vs PMBPX (24 years). IAXSX (1.11) is less costly to investors than PMBPX (0.83). IAXSX is a more actively managed with annual turnover of: 45.00 vs. PMBPX (10.50). IAXSX (0) and PMBPX (0) have matching initial minimum investment requirements. PMBPX annual gain was more profitable for investors over the last year : 10.21 vs. IAXSX (5.34). PMBPX return over 5 years is better than : 67.13 vs. IAXSX (-4.81).
| IAXSX | PMBPX | IAXSX / PMBPX | |
| Total Expense Ratio | 1.05 | 0.83 | 127% |
| Annual Report Gross Expense Ratio | 1.11 | 0.83 | 134% |
| Fund Existence | 23 years | 24 years | - |
| Gain YTD | 5.750 | 4.441 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 971M | 31.3B | 3% |
| Annual Yield % from dividends | 0.00 | 0.01 | - |
| Returns for 1 year | 5.34 | 10.21 | 52% |
| Returns for 3 years | 7.32 | 45.73 | 16% |
| Returns for 5 years | -4.81 | 67.13 | -7% |
| Returns for 10 years | -14.85 | 94.81 | -16% |
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