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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$7.80
Change+$0.11 (+1.43%)
VolumeN/A
Net Assets823.42M
IAXTX vs PMBPX Comparison Chart
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IAXTX vs. PMBPX commentary
Apr 12, 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: 27.7B vs. IAXTX (823M). PMBPX pays higher dividends than IAXTX: PMBPX (0.01) vs IAXTX (0.00). IAXTX was incepted earlier than PMBPX: IAXTX (16 years) vs PMBPX (24 years). IAXTX (1.27) is less costly to investors than PMBPX (0.84). 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 : 1.60 vs. IAXTX (-13.89). PMBPX return over 5 years is better than : 60.59 vs. IAXTX (-18.28).
| IAXTX | PMBPX | IAXTX / PMBPX | |
| Total Expense Ratio | 1.20 | 0.84 | 143% |
| Annual Report Gross Expense Ratio | 1.27 | 0.84 | 151% |
| Fund Existence | 16 years | 24 years | - |
| Gain YTD | -12.114 | -6.190 | 196% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 823M | 27.7B | 3% |
| Annual Yield % from dividends | 0.00 | 0.01 | - |
| Returns for 1 year | -13.89 | 1.60 | -866% |
| Returns for 3 years | -27.11 | 16.16 | -168% |
| Returns for 5 years | -18.28 | 60.59 | -30% |
| Returns for 10 years | -37.11 | 75.51 | -49% |
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