IAXIX
Price
$11.13
Change
-$0.01 (-0.09%)
Updated
Aug 15 closing price
Net Assets
984.13M
PMBPX
Price
$45.98
Change
-$0.13 (-0.28%)
Updated
Aug 15 closing price
Net Assets
32.57B
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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$11.13
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets984.13M
Principal MidCap R5
Price$45.98
Change-$0.13 (-0.28%)
VolumeN/A
Net Assets32.57B
IAXIX vs PMBPX Comparison Chart in %
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IAXIX vs. PMBPX commentary
Aug 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 IAXIX is a Buy and PMBPX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32.6B vs. IAXIX (984M). 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 (9.75) and PMBPX (9.43) have marching annual gain over last year. PMBPX return over 5 years is better than : 45.61 vs. IAXIX (-11.52).
IAXIXPMBPXIAXIX / PMBPX
Total Expense Ratio0.800.8396%
Annual Report Gross Expense Ratio0.860.83104%
Fund Existence24 years25 years-
Gain YTD-2.5376.098-42%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets984M32.6B3%
Annual Yield % from dividends0.000.01-
Returns for 1 year9.759.43103%
Returns for 3 years16.1631.1252%
Returns for 5 years-11.5245.61-25%
Returns for 10 years0.4997.231%
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