IAXTX
Price
$8.35
Change
-$0.00 (-0.00%)
Updated
Sep 17 closing price
Net Assets
997.63M
PMBPX
Price
$46.36
Change
-$0.12 (-0.26%)
Updated
Sep 17 closing price
Net Assets
33.2B
Interact to see
Advertisement

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$8.35
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets997.63M
Principal MidCap R5
Price$46.36
Change-$0.12 (-0.26%)
VolumeN/A
Net Assets33.2B
IAXTX vs PMBPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
IAXTX vs. PMBPX commentary
Sep 18, 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 Hold and PMBPX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 33.2B vs. IAXTX (998M). 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. PMBPX annual gain was more profitable for investors over the last year : 6.05 vs. IAXTX (4.51). PMBPX return over 5 years is better than : 48.61 vs. IAXTX (-22.33).
IAXTXPMBPXIAXTX / PMBPX
Total Expense Ratio1.200.83145%
Annual Report Gross Expense Ratio1.260.83152%
Fund Existence17 years25 years-
Gain YTD-4.5716.949-66%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets998M33.2B3%
Annual Yield % from dividends0.000.01-
Returns for 1 year4.516.0574%
Returns for 3 years20.4947.9443%
Returns for 5 years-22.3348.61-46%
Returns for 10 years-15.00114.30-13%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
BBEM63.870.20
+0.31%
JPMorgan BetaBuilders Emerging Mkt EqETF
CSHP99.66N/A
N/A
iShares Enhanced ST Bond Active ETF
CWS68.30-0.15
-0.22%
AdvisorShares Focused Equity ETF
JDVI33.00-0.23
-0.70%
JHancock Discp Val Intl Sel ETF
SLV37.79-0.81
-2.10%
iShares Silver Trust