IAXIX
Price
$10.98
Change
-$0.29 (-2.57%)
Updated
Nov 13 closing price
Net Assets
929.97M
PMBPX
Price
$44.03
Change
-$0.70 (-1.56%)
Updated
Nov 13 closing price
Net Assets
31.99B
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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$10.98
Change-$0.29 (-2.57%)
VolumeN/A
Net Assets929.97M
Principal MidCap R5
Price$44.03
Change-$0.70 (-1.56%)
VolumeN/A
Net Assets31.99B
IAXIX vs PMBPX Comparison Chart in %
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IAXIX 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 IAXIX is a Hold and PMBPX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32B vs. IAXIX (930M). 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 (-4.82) and IAXIX (-4.97) have marching annual gain over last year. PMBPX return over 5 years is better than : 31.53 vs. IAXIX (-18.04).
IAXIXPMBPXIAXIX / PMBPX
Total Expense Ratio0.800.8396%
Annual Report Gross Expense Ratio0.860.83104%
Fund Existence24 years25 years-
Gain YTD-1.4002.922-48%
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-4.97-4.82103%
Returns for 3 years25.6434.8274%
Returns for 5 years-18.0431.53-57%
Returns for 10 years9.13106.999%
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