IAXIX
Price
$11.19
Change
-$0.20 (-1.76%)
Updated
Dec 12 closing price
Net Assets
942.11M
PMBPX
Price
$41.98
Change
-$0.21 (-0.50%)
Updated
Dec 12 closing price
Net Assets
30.94B
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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$11.19
Change-$0.20 (-1.76%)
VolumeN/A
Net Assets942.11M
Principal MidCap R5
Price$41.98
Change-$0.21 (-0.50%)
VolumeN/A
Net Assets30.94B
IAXIX vs PMBPX Comparison Chart in %
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IAXIX vs. PMBPX commentary
Dec 13, 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 Hold.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 30.9B vs. IAXIX (942M). 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 : -6.18 vs. PMBPX (-10.82). PMBPX return over 5 years is better than : 22.09 vs. IAXIX (-22.46).
IAXIXPMBPXIAXIX / PMBPX
Total Expense Ratio0.800.8396%
Annual Report Gross Expense Ratio0.860.83104%
Fund Existence24 years25 years-
Gain YTD-0.350-2.92212%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets942M30.9B3%
Annual Yield % from dividends0.000.01-
Returns for 1 year-6.18-10.8257%
Returns for 3 years27.8329.3595%
Returns for 5 years-22.4622.09-102%
Returns for 10 years10.6196.4111%
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