IAXSX
Price
$9.54
Change
+$0.05 (+0.53%)
Updated
Nov 19 closing price
Net Assets
910.75M
PMBPX
Price
$43.20
Change
-$0.01 (-0.02%)
Updated
Nov 19 closing price
Net Assets
30.83B
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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$9.54
Change+$0.05 (+0.53%)
VolumeN/A
Net Assets910.75M
Principal MidCap R5
Price$43.20
Change-$0.01 (-0.02%)
VolumeN/A
Net Assets30.83B
IAXSX vs PMBPX Comparison Chart in %
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IAXSX vs. PMBPX commentary
Nov 20, 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 Hold.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 30.8B vs. IAXSX (911M). PMBPX pays higher dividends than IAXSX: PMBPX (0.01) vs IAXSX (0.00). IAXSX was incepted earlier than PMBPX: IAXSX (24 years) vs PMBPX (25 years). IAXSX (1.11) is less costly to investors than PMBPX (0.83). 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 : -6.30 vs. IAXSX (-10.05). PMBPX return over 5 years is better than : 26.58 vs. IAXSX (-28.27).
IAXSXPMBPXIAXSX / PMBPX
Total Expense Ratio1.050.83127%
Annual Report Gross Expense Ratio1.110.83134%
Fund Existence24 years25 years-
Gain YTD-7.505-0.5751,305%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets911M30.8B3%
Annual Yield % from dividends0.000.01-
Returns for 1 year-10.05-6.30159%
Returns for 3 years17.6032.8854%
Returns for 5 years-28.2726.58-106%
Returns for 10 years-8.9492.94-10%
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