IAXIX
Price
$11.26
Change
-$0.01 (-0.09%)
Updated
Oct 17 closing price
Net Assets
967.89M
PMBPX
Price
$44.46
Change
+$0.21 (+0.47%)
Updated
Oct 17 closing price
Net Assets
31.76B
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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$11.26
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets967.89M
Principal MidCap R5
Price$44.46
Change+$0.21 (+0.47%)
VolumeN/A
Net Assets31.76B
IAXIX vs PMBPX Comparison Chart in %
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IAXIX vs. PMBPX commentary
Oct 18, 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 Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 31.8B vs. IAXIX (968M). 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 : 2.46 vs. PMBPX (-2.88). PMBPX return over 5 years is better than : 36.06 vs. IAXIX (-16.90).
IAXIXPMBPXIAXIX / PMBPX
Total Expense Ratio0.800.8396%
Annual Report Gross Expense Ratio0.860.83104%
Fund Existence24 years25 years-
Gain YTD-1.4872.301-65%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets968M31.8B3%
Annual Yield % from dividends0.000.01-
Returns for 1 year2.46-2.88-85%
Returns for 3 years36.3249.2674%
Returns for 5 years-16.9036.06-47%
Returns for 10 years8.00102.578%
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