IAXIX
Price
$12.14
Change
-$0.07 (-0.57%)
Updated
Jun 5 closing price
Net Assets
954.05M
PMBPX
Price
$44.73
Change
+$0.01 (+0.02%)
Updated
Jun 5 closing price
Net Assets
30.91B
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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$12.14
Change-$0.07 (-0.57%)
VolumeN/A
Net Assets954.05M
Principal MidCap R5
Price$44.73
Change+$0.01 (+0.02%)
VolumeN/A
Net Assets30.91B
IAXIX vs PMBPX Comparison Chart
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IAXIX vs. PMBPX commentary
Jun 07, 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: 30.9B vs. IAXIX (954M). PMBPX pays higher dividends than IAXIX: PMBPX (0.01) vs IAXIX (0.00). IAXIX was incepted earlier than PMBPX: IAXIX (24 years) vs PMBPX (25 years). IAXIX (0.86) and PMBPX (0.83) 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 (10.51) and IAXIX (10.40) have marching annual gain over last year. PMBPX return over 5 years is better than : 46.06 vs. IAXIX (-5.63).
IAXIXPMBPXIAXIX / PMBPX
Total Expense Ratio0.800.8396%
Annual Report Gross Expense Ratio0.860.83104%
Fund Existence24 years25 years-
Gain YTD6.8242.899235%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets954M30.9B3%
Annual Yield % from dividends0.000.01-
Returns for 1 year10.4010.5199%
Returns for 3 years6.1735.3217%
Returns for 5 years-5.6346.06-12%
Returns for 10 years-4.4795.61-5%
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