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IAXTX vs PMBPX
IAXTX vs PMBPX Comparison
Open Charts IAXTX vs PMBPX
VY® T. Rowe Price Divers Mid Cap Gr S2
Price$9.40
Change+$0.11 (+1.18%)
VolumeN/A
Net Assets948.94M
IAXTX vs PMBPX Comparison Chart
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IAXTX vs. PMBPX commentary
Jun 07, 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 PMBPX is a Buy.
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 30.9B vs. IAXTX (949M). PMBPX pays higher dividends than IAXTX: PMBPX (0.01) vs IAXTX (0.00). IAXTX was incepted earlier than PMBPX: IAXTX (16 years) vs PMBPX (25 years). IAXTX (1.26) is less costly to investors than PMBPX (0.83). IAXTX is a more actively managed with annual turnover of: 45.00 vs. PMBPX (10.50). IAXTX (0) and PMBPX (0) have matching initial minimum investment requirements. PMBPX annual gain was more profitable for investors over the last year : 11.61 vs. IAXTX (6.41). PMBPX return over 5 years is better than : 46.09 vs. IAXTX (-18.85).
| IAXTX | PMBPX | IAXTX / PMBPX | |
| Total Expense Ratio | 1.20 | 0.83 | 145% |
| Annual Report Gross Expense Ratio | 1.26 | 0.83 | 152% |
| Fund Existence | 16 years | 25 years | - |
| Gain YTD | 6.171 | 2.922 | 211% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 949M | 30.9B | 3% |
| Annual Yield % from dividends | 0.00 | 0.01 | - |
| Returns for 1 year | 6.41 | 11.61 | 55% |
| Returns for 3 years | -5.97 | 34.38 | -17% |
| Returns for 5 years | -18.85 | 46.09 | -41% |
| Returns for 10 years | -23.21 | 95.57 | -24% |
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|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| TNA | 31.92 | 1.43 | +4.69% |
| Direxion Daily Small Cap Bull 3X ETF | |||
| OOTO | 16.24 | 0.29 | +1.84% |
| Direxion Daily Travel & Vctn Bll 2X ETF | |||
| AOTG | 47.10 | 0.60 | +1.28% |
| AOT Growth and Innovation ETF | |||
| HYZD | 22.31 | 0.12 | +0.54% |
| WisdomTree Interest Rt Hdg Hi Yld Bd ETF | |||
| NPFD | 19.10 | 0.08 | +0.42% |
| Nuveen Variable Rate Preferred & Income Fund | |||