IAXIX
Price
$11.36
Change
-$0.00 (-0.00%)
Updated
Sep 5 closing price
Net Assets
1.01B
PMBPX
Price
$46.51
Change
-$0.14 (-0.30%)
Updated
Sep 5 closing price
Net Assets
33.05B
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IAXIX vs PMBPX

Header iconIAXIX vs PMBPX Comparison
Open Charts IAXIX vs PMBPXBanner chart's image
VY® T. Rowe Price Divers Mid Cap Gr I
Price$11.36
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.01B
Principal MidCap R5
Price$46.51
Change-$0.14 (-0.30%)
VolumeN/A
Net Assets33.05B
IAXIX vs PMBPX Comparison Chart in %
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IAXIX vs. PMBPX 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 PMBPX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 33B vs. IAXIX (1.01B). PMBPX pays higher dividends than IAXIX: PMBPX (0.01) vs IAXIX (0.00). IAXIX was incepted earlier than PMBPX: IAXIX (24 years) vs PMBPX (25 years). IAXIX (0.86) and PMBPX (0.83) have similar cost to investors . IAXIX is a more actively managed with annual turnover of: 45.00 vs. PMBPX (10.50). IAXIX (0) and PMBPX (0) have matching initial minimum investment requirements. IAXIX annual gain was more profitable for investors over the last year : 13.49 vs. PMBPX (9.16). PMBPX return over 5 years is better than : 47.38 vs. IAXIX (-8.31).
IAXIXPMBPXIAXIX / PMBPX
Total Expense Ratio0.800.8396%
Annual Report Gross Expense Ratio0.860.83104%
Fund Existence24 years25 years-
Gain YTD-0.6127.018-9%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets1.01B33B3%
Annual Yield % from dividends0.000.01-
Returns for 1 year13.499.16147%
Returns for 3 years30.8846.0467%
Returns for 5 years-8.3147.38-18%
Returns for 10 years7.84111.637%
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