IAXIX
Price
$12.71
Change
+$0.15 (+1.19%)
Updated
Jul 3 closing price
Net Assets
993.89M
PMBPX
Price
$46.52
Change
+$0.48 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
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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$12.71
Change+$0.15 (+1.19%)
VolumeN/A
Net Assets993.89M
Principal MidCap R5
Price$46.52
Change+$0.48 (+1.04%)
VolumeN/A
Net Assets32.28B
IAXIX vs PMBPX Comparison Chart in %
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IAXIX vs. PMBPX commentary
Jul 07, 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 Buy and PMBPX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32.3B vs. IAXIX (994M). 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. PMBPX annual gain was more profitable for investors over the last year : 15.41 vs. IAXIX (13.38). PMBPX return over 5 years is better than : 59.60 vs. IAXIX (-1.61).
IAXIXPMBPXIAXIX / PMBPX
Total Expense Ratio0.800.8396%
Annual Report Gross Expense Ratio0.860.83104%
Fund Existence24 years25 years-
Gain YTD11.1997.041159%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets994M32.3B3%
Annual Yield % from dividends0.000.01-
Returns for 1 year13.3815.4187%
Returns for 3 years19.1252.3936%
Returns for 5 years-1.6159.60-3%
Returns for 10 years-0.09104.46-0%
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