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IAXIX vs PCBIX
IAXIX vs PCBIX Comparison
Open Charts IAXIX vs PCBIX
VY® T. Rowe Price Divers Mid Cap Gr I
Price$11.36
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.01B
Principal MidCap Institutional
Price$47.75
Change-$0.14 (-0.29%)
VolumeN/A
Net Assets33.05B
IAXIX vs PCBIX Comparison Chart in %
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IAXIX vs. PCBIX commentary
Sep 08, 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 IAXIX is a Hold and PCBIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 33B vs. IAXIX (1.01B). PCBIX pays higher dividends than IAXIX: PCBIX (0.12) vs IAXIX (0.00). IAXIX was incepted earlier than PCBIX: IAXIX (24 years) vs PCBIX (25 years). IAXIX (0.86) is less costly to investors than PCBIX (0.67). IAXIX is a more actively managed with annual turnover of: 45.00 vs. PCBIX (10.50). IAXIX (0) and PCBIX (0) have matching initial minimum investment requirements. IAXIX annual gain was more profitable for investors over the last year : 13.49 vs. PCBIX (9.41). PCBIX return over 5 years is better than : 49.14 vs. IAXIX (-8.31).
| IAXIX | PCBIX | IAXIX / PCBIX | |
| Total Expense Ratio | 0.80 | 0.67 | 119% |
| Annual Report Gross Expense Ratio | 0.86 | 0.67 | 128% |
| Fund Existence | 24 years | 25 years | - |
| Gain YTD | -0.612 | 7.135 | -9% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.01B | 33B | 3% |
| Annual Yield % from dividends | 0.00 | 0.12 | - |
| Returns for 1 year | 13.49 | 9.41 | 143% |
| Returns for 3 years | 30.88 | 47.03 | 66% |
| Returns for 5 years | -8.31 | 49.14 | -17% |
| Returns for 10 years | 7.84 | 116.70 | 7% |
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