IAXSX
Price
$10.54
Change
-$0.38 (-3.48%)
Updated
Feb 21 closing price
Net Assets
965.11M
PMBMX
Price
$41.59
Change
-$0.71 (-1.68%)
Updated
Feb 21 closing price
Net Assets
29.57B
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IAXSX vs PMBMX

Header iconIAXSX vs PMBMX Comparison
Open Charts IAXSX vs PMBMXBanner chart's image
VY® T. Rowe Price Divers Mid Cap Gr S
Price$10.54
Change-$0.38 (-3.48%)
VolumeN/A
Net Assets965.11M
Principal MidCap R3
Price$41.59
Change-$0.71 (-1.68%)
VolumeN/A
Net Assets29.57B
IAXSX vs PMBMX Comparison Chart
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IAXSX vs. PMBMX commentary
Feb 23, 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 IAXSX is a Hold and PMBMX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 29.6B vs. IAXSX (965M). IAXSX (0.00) and PMBMX (0.00) have matching dividends . IAXSX was incepted earlier than PMBMX: IAXSX (23 years) vs PMBMX (24 years). IAXSX is a more actively managed with annual turnover of: 45.00 vs. PMBMX (10.10). IAXSX (0) and PMBMX (0) have matching initial minimum investment requirements. PMBMX annual gain was more profitable for investors over the last year : 11.86 vs. IAXSX (4.77). PMBMX return over 5 years is better than : 31.77 vs. IAXSX (-15.19).
IAXSXPMBMXIAXSX / PMBMX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence23 years24 years-
Gain YTD2.7291.812151%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets965M29.6B3%
Annual Yield % from dividends0.000.00-
Returns for 1 year4.7711.8640%
Returns for 3 years-8.3526.06-32%
Returns for 5 years-15.1931.77-48%
Returns for 10 years-15.4483.18-19%
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