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IAXTX vs PMBMX
IAXTX vs PMBMX Comparison
Open Charts IAXTX vs PMBMX
VY® T. Rowe Price Divers Mid Cap Gr S2
Price$8.07
Change-$0.02 (-0.25%)
VolumeN/A
Net Assets935.39M
IAXTX vs PMBMX Comparison Chart in %
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IAXTX vs. PMBMX commentary
Dec 03, 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 IAXTX is a Buy and PMBMX is a Hold.
FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 31.5B vs. IAXTX (935M). PMBMX pays higher dividends than IAXTX: PMBMX (0.02) vs IAXTX (0.00). IAXTX was incepted earlier than PMBMX: IAXTX (17 years) vs PMBMX (25 years). IAXTX (1.26) is less costly to investors than PMBMX (1.14). IAXTX is a more actively managed with annual turnover of: 45.00 vs. PMBMX (10.50). IAXTX (0) and PMBMX (0) have matching initial minimum investment requirements. PMBMX annual gain was more profitable for investors over the last year : -8.38 vs. IAXTX (-13.38). PMBMX return over 5 years is better than : 23.98 vs. IAXTX (-35.69).
| IAXTX | PMBMX | IAXTX / PMBMX | |
| Total Expense Ratio | 1.20 | 1.14 | 105% |
| Annual Report Gross Expense Ratio | 1.26 | 1.14 | 111% |
| Fund Existence | 17 years | 25 years | - |
| Gain YTD | -7.543 | 1.469 | -514% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 935M | 31.5B | 3% |
| Annual Yield % from dividends | 0.00 | 0.02 | - |
| Returns for 1 year | -13.38 | -8.38 | 160% |
| Returns for 3 years | 10.97 | 30.25 | 36% |
| Returns for 5 years | -35.69 | 23.98 | -149% |
| Returns for 10 years | -19.36 | 87.43 | -22% |
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