IAXSX
Price
$10.54
Change
-$0.38 (-3.48%)
Updated
Feb 21 closing price
Net Assets
965.11M
PMBPX
Price
$44.27
Change
-$0.76 (-1.69%)
Updated
Feb 21 closing price
Net Assets
29.57B
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IAXSX vs PMBPX

Header iconIAXSX vs PMBPX Comparison
Open Charts IAXSX vs PMBPXBanner 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 R5
Price$44.27
Change-$0.76 (-1.69%)
VolumeN/A
Net Assets29.57B
IAXSX vs PMBPX Comparison Chart
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IAXSX vs. PMBPX 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 PMBPX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 29.6B vs. IAXSX (965M). IAXSX (0.00) and PMBPX (0.00) have matching dividends . IAXSX was incepted earlier than PMBPX: IAXSX (23 years) vs PMBPX (24 years). IAXSX is a more actively managed with annual turnover of: 45.00 vs. PMBPX (10.10). IAXSX (0) and PMBPX (0) have matching initial minimum investment requirements. PMBPX annual gain was more profitable for investors over the last year : 12.43 vs. IAXSX (4.77). PMBPX return over 5 years is better than : 35.10 vs. IAXSX (-15.19).
IAXSXPMBPXIAXSX / PMBPX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence23 years24 years-
Gain YTD2.7291.864146%
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 year4.7712.4338%
Returns for 3 years-8.3527.85-30%
Returns for 5 years-15.1935.10-43%
Returns for 10 years-15.4492.30-17%
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