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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$11.34
Change+$0.12 (+1.07%)
VolumeN/A
Net Assets977.66M
IAXSX vs PMBPX Comparison Chart in %
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IAXSX vs. PMBPX 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 PMBPX is a Buy.
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32B vs. IAXSX (978M). PMBPX pays higher dividends than IAXSX: PMBPX (0.01) vs IAXSX (0.00). IAXSX was incepted earlier than PMBPX: IAXSX (24 years) vs PMBPX (25 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 : 10.53 vs. IAXSX (7.78). PMBPX return over 5 years is better than : 52.69 vs. IAXSX (-10.65).
| IAXSX | PMBPX | IAXSX / PMBPX | |
| Total Expense Ratio | 1.05 | 0.83 | 127% |
| Annual Report Gross Expense Ratio | 1.11 | 0.83 | 134% |
| Fund Existence | 24 years | 25 years | - |
| Gain YTD | 9.357 | 5.637 | 166% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 978M | 32B | 3% |
| Annual Yield % from dividends | 0.00 | 0.01 | - |
| Returns for 1 year | 7.78 | 10.53 | 74% |
| Returns for 3 years | 11.09 | 49.75 | 22% |
| Returns for 5 years | -10.65 | 52.69 | -20% |
| Returns for 10 years | -11.74 | 98.57 | -12% |
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