IAXAX
Price
$7.73
Change
-$0.41 (-5.04%)
Updated
Feb 3 closing price
Net Assets
910.77M
PMBPX
Price
$40.41
Change
-$4.79 (-10.60%)
Updated
Feb 3 closing price
Net Assets
30.27B
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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$7.73
Change-$0.41 (-5.04%)
VolumeN/A
Net Assets910.77M
Principal MidCap R5
Price$40.41
Change-$4.79 (-10.60%)
VolumeN/A
Net Assets30.27B
IAXAX vs PMBPX Comparison Chart in %
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IAXAX vs. PMBPX commentary
Feb 04, 2026

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 PMBPX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 30.3B vs. IAXAX (911M). IAXAX (0.00) and PMBPX (0.00) have matching dividends . 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 (13.70). IAXAX (0) and PMBPX (0) have matching initial minimum investment requirements. PMBPX annual gain was more profitable for investors over the last year : -11.17 vs. IAXAX (-15.05). PMBPX return over 5 years is better than : 12.76 vs. IAXAX (-44.03).
IAXAXPMBPXIAXAX / PMBPX
Total Expense Ratio1.300.83157%
Annual Report Gross Expense Ratio1.360.83164%
Fund Existence24 years25 years-
Gain YTD-0.897-2.93131%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets911M30.3B3%
Annual Yield % from dividends0.000.00-
Returns for 1 year-15.05-11.17135%
Returns for 3 years5.3121.0025%
Returns for 5 years-44.0312.76-345%
Returns for 10 years-9.89119.39-8%
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