IAXSX
Price
$10.15
Change
+$0.06 (+0.59%)
Updated
Oct 24 closing price
Net Assets
978.48M
PMBMX
Price
$42.22
Change
+$0.02 (+0.05%)
Updated
Oct 24 closing price
Net Assets
32.32B
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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$10.15
Change+$0.06 (+0.59%)
VolumeN/A
Net Assets978.48M
Principal MidCap R3
Price$42.22
Change+$0.02 (+0.05%)
VolumeN/A
Net Assets32.32B
IAXSX vs PMBMX Comparison Chart in %
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IAXSX vs. PMBMX commentary
Oct 27, 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 Buy and PMBMX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 32.3B vs. IAXSX (978M). PMBMX pays higher dividends than IAXSX: PMBMX (0.02) vs IAXSX (0.00). IAXSX was incepted earlier than PMBMX: IAXSX (24 years) vs PMBMX (25 years). PMBMX (1.14) and IAXSX (1.11) have similar cost to investors . IAXSX is a more actively managed with annual turnover of: 45.00 vs. PMBMX (10.50). IAXSX (0) and PMBMX (0) have matching initial minimum investment requirements. IAXSX annual gain was more profitable for investors over the last year : 3.57 vs. PMBMX (-0.47). PMBMX return over 5 years is better than : 35.26 vs. IAXSX (-20.64).
IAXSXPMBMXIAXSX / PMBMX
Total Expense Ratio1.051.1492%
Annual Report Gross Expense Ratio1.111.1497%
Fund Existence24 years25 years-
Gain YTD-1.0723.354-32%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets978M32.3B3%
Annual Yield % from dividends0.000.02-
Returns for 1 year3.57-0.47-756%
Returns for 3 years30.8046.2867%
Returns for 5 years-20.6435.26-59%
Returns for 10 years-1.0094.79-1%
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