IAXTX
Price
$8.31
Change
+$0.10 (+1.22%)
Updated
Oct 20 closing price
Net Assets
968.05M
PMBPX
Price
$44.86
Change
+$0.40 (+0.90%)
Updated
Oct 20 closing price
Net Assets
32.22B
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IAXTX vs PMBPX

Header iconIAXTX vs PMBPX Comparison
Open Charts IAXTX vs PMBPXBanner chart's image
VY® T. Rowe Price Divers Mid Cap Gr S2
Price$8.31
Change+$0.10 (+1.22%)
VolumeN/A
Net Assets968.05M
Principal MidCap R5
Price$44.86
Change+$0.40 (+0.90%)
VolumeN/A
Net Assets32.22B
IAXTX vs PMBPX Comparison Chart in %
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IAXTX vs. PMBPX commentary
Oct 22, 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 IAXTX is a Buy and PMBPX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32.2B vs. IAXTX (968M). PMBPX pays higher dividends than IAXTX: PMBPX (0.01) vs IAXTX (0.00). IAXTX was incepted earlier than PMBPX: IAXTX (17 years) vs PMBPX (25 years). IAXTX (1.26) is less costly to investors than PMBPX (0.83). IAXTX is a more actively managed with annual turnover of: 45.00 vs. PMBPX (10.50). IAXTX (0) and PMBPX (0) have matching initial minimum investment requirements. IAXTX (-3.07) and PMBPX (-3.15) have marching annual gain over last year. PMBPX return over 5 years is better than : 38.30 vs. IAXTX (-29.35).
IAXTXPMBPXIAXTX / PMBPX
Total Expense Ratio1.200.83145%
Annual Report Gross Expense Ratio1.260.83152%
Fund Existence17 years25 years-
Gain YTD-6.1712.301-268%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets968M32.2B3%
Annual Yield % from dividends0.000.01-
Returns for 1 year-3.07-3.1597%
Returns for 3 years25.5451.4450%
Returns for 5 years-29.3538.30-77%
Returns for 10 years-16.59101.02-16%
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