IAXIX
Price
$11.43
Change
+$0.05 (+0.44%)
Updated
Oct 6 closing price
Net Assets
981.47M
PMBPX
Price
$45.84
Change
-$0.13 (-0.28%)
Updated
Oct 6 closing price
Net Assets
33.17B
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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$11.43
Change+$0.05 (+0.44%)
VolumeN/A
Net Assets981.47M
Principal MidCap R5
Price$45.84
Change-$0.13 (-0.28%)
VolumeN/A
Net Assets33.17B
IAXIX vs PMBPX Comparison Chart in %
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IAXIX vs. PMBPX commentary
Oct 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 Hold.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 33.2B vs. IAXIX (981M). 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. IAXIX annual gain was more profitable for investors over the last year : 6.06 vs. PMBPX (3.33). PMBPX return over 5 years is better than : 42.47 vs. IAXIX (-13.53).
IAXIXPMBPXIAXIX / PMBPX
Total Expense Ratio0.800.8396%
Annual Report Gross Expense Ratio0.860.83104%
Fund Existence24 years25 years-
Gain YTD-0.4375.775-8%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets981M33.2B3%
Annual Yield % from dividends0.000.01-
Returns for 1 year6.063.33182%
Returns for 3 years37.4455.2668%
Returns for 5 years-13.5342.47-32%
Returns for 10 years8.95110.028%
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