IAXIX
Price
$10.24
Change
-$0.66 (-6.06%)
Updated
Apr 3 closing price
Net Assets
896.36M
PMBPX
Price
$42.17
Change
-$1.74 (-3.96%)
Updated
Apr 3 closing price
Net Assets
29.76B
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IAXIX vs PMBPX

Header iconIAXIX vs PMBPX Comparison
Open Charts IAXIX vs PMBPXBanner chart's image
VY® T. Rowe Price Divers Mid Cap Gr I
Price$10.24
Change-$0.66 (-6.06%)
VolumeN/A
Net Assets896.36M
Principal MidCap R5
Price$42.17
Change-$1.74 (-3.96%)
VolumeN/A
Net Assets29.76B
IAXIX vs PMBPX Comparison Chart
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IAXIX vs. PMBPX commentary
Apr 04, 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 Buy and PMBPX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 29.8B vs. IAXIX (896M). PMBPX pays higher dividends than IAXIX: PMBPX (0.01) vs IAXIX (0.00). IAXIX was incepted earlier than PMBPX: IAXIX (23 years) vs PMBPX (24 years). IAXIX (0.87) and PMBPX (0.84) have similar cost to investors . IAXIX is a more actively managed with annual turnover of: 45.00 vs. PMBPX (10.50). IAXIX (0) and PMBPX (0) have matching initial minimum investment requirements. PMBPX annual gain was more profitable for investors over the last year : 7.50 vs. IAXIX (-3.54). PMBPX return over 5 years is better than : 103.21 vs. IAXIX (17.69).
IAXIXPMBPXIAXIX / PMBPX
Total Expense Ratio0.800.8495%
Annual Report Gross Expense Ratio0.870.84104%
Fund Existence23 years24 years-
Gain YTD-4.6371.035-448%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets896M29.8B3%
Annual Yield % from dividends0.000.01-
Returns for 1 year-3.547.50-47%
Returns for 3 years-17.1719.59-88%
Returns for 5 years17.69103.2117%
Returns for 10 years-14.7889.27-17%
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