IAXSX
Price
$9.15
Change
+$0.12 (+1.33%)
Updated
Apr 11 closing price
Net Assets
823.42M
PMBPX
Price
$41.48
Change
+$0.71 (+1.74%)
Updated
Apr 11 closing price
Net Assets
27.72B
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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$9.15
Change+$0.12 (+1.33%)
VolumeN/A
Net Assets823.42M
Principal MidCap R5
Price$41.48
Change+$0.71 (+1.74%)
VolumeN/A
Net Assets27.72B
IAXSX vs PMBPX Comparison Chart
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IAXSX vs. PMBPX commentary
Apr 12, 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 PMBPX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 27.7B vs. IAXSX (823M). PMBPX pays higher dividends than IAXSX: PMBPX (0.01) vs IAXSX (0.00). IAXSX was incepted earlier than PMBPX: IAXSX (23 years) vs PMBPX (24 years). IAXSX (1.12) is less costly to investors than PMBPX (0.84). IAXSX is a more actively managed with annual turnover of: 45.00 vs. PMBPX (10.50). IAXSX (0) and PMBPX (0) have matching initial minimum investment requirements. PMBPX annual gain was more profitable for investors over the last year : 1.60 vs. IAXSX (-11.99). PMBPX return over 5 years is better than : 60.59 vs. IAXSX (-10.86).
IAXSXPMBPXIAXSX / PMBPX
Total Expense Ratio1.050.84125%
Annual Report Gross Expense Ratio1.120.84133%
Fund Existence23 years24 years-
Gain YTD-11.988-6.190194%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets823M27.7B3%
Annual Yield % from dividends0.000.01-
Returns for 1 year-11.991.60-748%
Returns for 3 years-22.4916.16-139%
Returns for 5 years-10.8660.59-18%
Returns for 10 years-28.6975.51-38%
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