IAXAX
Price
$9.06
Change
-$0.09 (-0.98%)
Updated
Jun 13 closing price
Net Assets
946.43M
PMBPX
Price
$44.30
Change
-$0.69 (-1.53%)
Updated
Jun 13 closing price
Net Assets
30.56B
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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$9.06
Change-$0.09 (-0.98%)
VolumeN/A
Net Assets946.43M
Principal MidCap R5
Price$44.30
Change-$0.69 (-1.53%)
VolumeN/A
Net Assets30.56B
IAXAX vs PMBPX Comparison Chart
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IAXAX vs. PMBPX commentary
Jun 16, 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 Hold.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 30.6B vs. IAXAX (946M). 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 : 10.26 vs. IAXAX (4.74). PMBPX return over 5 years is better than : 54.31 vs. IAXAX (-16.02).
IAXAXPMBPXIAXAX / PMBPX
Total Expense Ratio1.300.83157%
Annual Report Gross Expense Ratio1.360.83164%
Fund Existence24 years25 years-
Gain YTD5.8411.933302%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets946M30.6B3%
Annual Yield % from dividends0.000.01-
Returns for 1 year4.7410.2646%
Returns for 3 years4.5049.529%
Returns for 5 years-16.0254.31-29%
Returns for 10 years-25.8492.68-28%
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