IAXAX
Price
$9.50
Change
+$0.11 (+1.17%)
Updated
Jul 3 closing price
Net Assets
993.89M
PMBPX
Price
$46.52
Change
+$0.48 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
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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$9.50
Change+$0.11 (+1.17%)
VolumeN/A
Net Assets993.89M
Principal MidCap R5
Price$46.52
Change+$0.48 (+1.04%)
VolumeN/A
Net Assets32.28B
IAXAX vs PMBPX Comparison Chart in %
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IAXAX vs. PMBPX commentary
Jul 06, 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: 32.3B vs. IAXAX (994M). 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. PMBPX annual gain was more profitable for investors over the last year : 15.41 vs. IAXAX (8.94). PMBPX return over 5 years is better than : 59.60 vs. IAXAX (-16.21).
IAXAXPMBPXIAXAX / PMBPX
Total Expense Ratio1.300.83157%
Annual Report Gross Expense Ratio1.360.83164%
Fund Existence24 years25 years-
Gain YTD10.9817.041156%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets994M32.3B3%
Annual Yield % from dividends0.000.01-
Returns for 1 year8.9415.4158%
Returns for 3 years6.5052.3912%
Returns for 5 years-16.2159.60-27%
Returns for 10 years-21.21104.46-20%
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