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IAXAX vs PCBIX
IAXAX vs PCBIX Comparison
Open Charts IAXAX vs PCBIX
VY® T. Rowe Price Divers Mid Cap Gr A
Price$8.13
Change+$0.05 (+0.62%)
VolumeN/A
Net Assets1.01B
Principal MidCap Institutional
Price$48.18
Change+$0.43 (+0.90%)
VolumeN/A
Net Assets33.36B
IAXAX vs PCBIX Comparison Chart in %
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IAXAX vs. PCBIX commentary
Sep 09, 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 IAXAX is a Hold and PCBIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 33.4B vs. IAXAX (1.01B). PCBIX pays higher dividends than IAXAX: PCBIX (0.12) vs IAXAX (0.00). IAXAX was incepted earlier than PCBIX: IAXAX (24 years) vs PCBIX (25 years). IAXAX (1.36) is less costly to investors than PCBIX (0.67). IAXAX is a more actively managed with annual turnover of: 45.00 vs. PCBIX (10.50). IAXAX (0) and PCBIX (0) have matching initial minimum investment requirements. PCBIX annual gain was more profitable for investors over the last year : 11.52 vs. IAXAX (10.01). PCBIX return over 5 years is better than : 51.28 vs. IAXAX (-23.95).
| IAXAX | PCBIX | IAXAX / PCBIX | |
| Total Expense Ratio | 1.30 | 0.67 | 194% |
| Annual Report Gross Expense Ratio | 1.36 | 0.67 | 203% |
| Fund Existence | 24 years | 25 years | - |
| Gain YTD | -5.023 | 8.100 | -62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.01B | 33.4B | 3% |
| Annual Yield % from dividends | 0.00 | 0.12 | - |
| Returns for 1 year | 10.01 | 11.52 | 87% |
| Returns for 3 years | 12.76 | 42.27 | 30% |
| Returns for 5 years | -23.95 | 51.28 | -47% |
| Returns for 10 years | -17.30 | 120.63 | -14% |