IAXIX
Price
$11.36
Change
-$0.00 (-0.00%)
Updated
Sep 5 closing price
Net Assets
1.01B
PMBMX
Price
$43.62
Change
-$0.13 (-0.30%)
Updated
Sep 5 closing price
Net Assets
33.05B
Interact to see
Advertisement

IAXIX vs PMBMX

Header iconIAXIX vs PMBMX Comparison
Open Charts IAXIX vs PMBMXBanner chart's image
VY® T. Rowe Price Divers Mid Cap Gr I
Price$11.36
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.01B
Principal MidCap R3
Price$43.62
Change-$0.13 (-0.30%)
VolumeN/A
Net Assets33.05B
IAXIX vs PMBMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
IAXIX vs. PMBMX commentary
Sep 08, 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 IAXIX is a Hold and PMBMX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 33B vs. IAXIX (1.01B). PMBMX pays higher dividends than IAXIX: PMBMX (0.02) vs IAXIX (0.00). IAXIX was incepted earlier than PMBMX: IAXIX (24 years) vs PMBMX (25 years). PMBMX (1.14) is less costly to investors than IAXIX (0.86). IAXIX is a more actively managed with annual turnover of: 45.00 vs. PMBMX (10.50). IAXIX (0) and PMBMX (0) have matching initial minimum investment requirements. IAXIX annual gain was more profitable for investors over the last year : 13.49 vs. PMBMX (8.59). PMBMX return over 5 years is better than : 43.76 vs. IAXIX (-8.31).
IAXIXPMBMXIAXIX / PMBMX
Total Expense Ratio0.801.1470%
Annual Report Gross Expense Ratio0.861.1475%
Fund Existence24 years25 years-
Gain YTD-0.6126.781-9%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets1.01B33B3%
Annual Yield % from dividends0.000.02-
Returns for 1 year13.498.59157%
Returns for 3 years30.8843.9570%
Returns for 5 years-8.3143.76-19%
Returns for 10 years7.84101.628%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
BCHG4.270.04
+0.85%
Grayscale Bitcoin Cash Trust (BCH)
JEMB52.790.31
+0.59%
Janus Henderson Em Mkts Dbt Hrd Ccy ETF
IQDF28.310.15
+0.53%
FlexShares Intl Qual Div ETF
SHY82.920.12
+0.14%
iShares 1-3 Year Treasury Bond ETF
BAMO31.71-0.01
-0.03%
Brookstone Opportunities ETF