IAXAX
Price
$7.80
Change
-$0.20 (-2.50%)
Updated
Nov 13 closing price
Net Assets
929.97M
PMBPX
Price
$44.73
Change
+$0.07 (+0.16%)
Updated
Nov 12 closing price
Net Assets
31.95B
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IAXAX vs PMBPX

Header iconIAXAX vs PMBPX Comparison
Open Charts IAXAX vs PMBPXBanner chart's image
VY® T. Rowe Price Divers Mid Cap Gr A
Price$7.80
Change-$0.20 (-2.50%)
VolumeN/A
Net Assets929.97M
Principal MidCap R5
Price$44.73
Change+$0.07 (+0.16%)
VolumeN/A
Net Assets31.95B
IAXAX vs PMBPX Comparison Chart in %
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IAXAX vs. PMBPX commentary
Nov 14, 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 Buy and PMBPX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32B vs. IAXAX (930M). PMBPX pays higher dividends than IAXAX: PMBPX (0.01) vs IAXAX (0.00). IAXAX was incepted earlier than PMBPX: IAXAX (24 years) vs PMBPX (25 years). IAXAX (1.36) is less costly to investors than PMBPX (0.83). IAXAX is a more actively managed with annual turnover of: 45.00 vs. PMBPX (10.50). IAXAX (0) and PMBPX (0) have matching initial minimum investment requirements. PMBPX annual gain was more profitable for investors over the last year : -4.82 vs. IAXAX (-10.11). PMBPX return over 5 years is better than : 31.53 vs. IAXAX (-32.83).
IAXAXPMBPXIAXAX / PMBPX
Total Expense Ratio1.300.83157%
Annual Report Gross Expense Ratio1.360.83164%
Fund Existence24 years25 years-
Gain YTD-6.5422.922-224%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets930M32B3%
Annual Yield % from dividends0.000.01-
Returns for 1 year-10.11-4.82210%
Returns for 3 years13.6434.8239%
Returns for 5 years-32.8331.53-104%
Returns for 10 years-17.20106.99-16%
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