IAXAX
Price
$8.57
Change
+$0.15 (+1.78%)
Updated
May 8 closing price
Net Assets
904.23M
PMBPX
Price
$44.27
Change
+$0.36 (+0.82%)
Updated
May 8 closing price
Net Assets
30.17B
Ad is loading...

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$8.57
Change+$0.15 (+1.78%)
VolumeN/A
Net Assets904.23M
Principal MidCap R5
Price$44.27
Change+$0.36 (+0.82%)
VolumeN/A
Net Assets30.17B
IAXAX vs PMBPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
IAXAX vs. PMBPX commentary
May 09, 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.

Ad is loading...
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 30.2B vs. IAXAX (904M). PMBPX pays higher dividends than IAXAX: PMBPX (0.01) vs IAXAX (0.00). IAXAX was incepted earlier than PMBPX: IAXAX (23 years) vs PMBPX (24 years). IAXAX (1.37) 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 : 8.97 vs. IAXAX (-2.32). PMBPX return over 5 years is better than : 64.72 vs. IAXAX (-17.60).
IAXAXPMBPXIAXAX / PMBPX
Total Expense Ratio1.300.83157%
Annual Report Gross Expense Ratio1.370.83165%
Fund Existence23 years24 years-
Gain YTD-1.6361.035-158%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets904M30.2B3%
Annual Yield % from dividends0.000.01-
Returns for 1 year-2.328.97-26%
Returns for 3 years-5.7141.38-14%
Returns for 5 years-17.6064.72-27%
Returns for 10 years-30.6890.98-34%
View a ticker or compare two or three
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
AVIE60.010.09
+0.16%
Avantis Inflation Focused Equity ETF
ITM45.24-0.11
-0.23%
VanEck Intermediate Muni ETF
OACP22.53-0.08
-0.38%
OneAscent Core Plus Bond ETF
DFSB51.43-0.32
-0.62%
Dimensional Global Sstby Fxd Inc ETF
HDGE18.23-0.45
-2.41%
AdvisorShares Ranger Equity Bear ETF