IAXAX
Price
$7.99
Change
-$0.02 (-0.25%)
Updated
Oct 17 closing price
Net Assets
969.52M
PMBPX
Price
$44.46
Change
+$0.21 (+0.47%)
Updated
Oct 17 closing price
Net Assets
31.76B
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IAXAX vs PMBPX

Header iconIAXAX vs PMBPX Comparison
Open Charts IAXAX vs PMBPXBanner chart's image
VY® T. Rowe Price Divers Mid Cap Gr A
Price$7.99
Change-$0.02 (-0.25%)
VolumeN/A
Net Assets969.52M
Principal MidCap R5
Price$44.46
Change+$0.21 (+0.47%)
VolumeN/A
Net Assets31.76B
IAXAX vs PMBPX Comparison Chart in %
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IAXAX vs. PMBPX commentary
Oct 19, 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 IAXAX is a Buy and PMBPX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 31.8B vs. IAXAX (970M). PMBPX pays higher dividends than IAXAX: PMBPX (0.01) vs IAXAX (0.00). IAXAX was incepted earlier than PMBPX: IAXAX (24 years) vs PMBPX (25 years). IAXAX (1.36) is less costly to investors than PMBPX (0.83). IAXAX is a more actively managed with annual turnover of: 45.00 vs. PMBPX (10.50). IAXAX (0) and PMBPX (0) have matching initial minimum investment requirements. IAXAX annual gain was more profitable for investors over the last year : -2.91 vs. PMBPX (-3.33). PMBPX return over 5 years is better than : 35.41 vs. IAXAX (-31.77).
IAXAXPMBPXIAXAX / PMBPX
Total Expense Ratio1.300.83157%
Annual Report Gross Expense Ratio1.360.83164%
Fund Existence24 years25 years-
Gain YTD-6.4251.818-353%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets970M31.8B3%
Annual Yield % from dividends0.000.01-
Returns for 1 year-2.91-3.3387%
Returns for 3 years23.4248.5548%
Returns for 5 years-31.7735.41-90%
Returns for 10 years-17.85101.62-18%
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