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IAXSX vs PCBIX
IAXSX vs PCBIX Comparison
Open Charts IAXSX vs PCBIX
VY® T. Rowe Price Divers Mid Cap Gr S
Price$10.01
Change+$0.08 (+0.81%)
VolumeN/A
Net Assets973.34M
Principal MidCap Institutional
Price$47.05
Change+$0.35 (+0.75%)
VolumeN/A
Net Assets33.04B
IAXSX vs PCBIX Comparison Chart in %
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IAXSX vs. PCBIX commentary
Sep 29, 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 IAXSX is a Buy and PCBIX is a Hold.
FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 33B vs. IAXSX (973M). PCBIX pays higher dividends than IAXSX: PCBIX (0.12) vs IAXSX (0.00). IAXSX was incepted earlier than PCBIX: IAXSX (24 years) vs PCBIX (25 years). IAXSX (1.11) is less costly to investors than PCBIX (0.67). IAXSX is a more actively managed with annual turnover of: 45.00 vs. PCBIX (10.50). IAXSX (0) and PCBIX (0) have matching initial minimum investment requirements. IAXSX annual gain was more profitable for investors over the last year : 4.93 vs. PCBIX (2.82). PCBIX return over 5 years is better than : 50.47 vs. IAXSX (-14.88).
| IAXSX | PCBIX | IAXSX / PCBIX | |
| Total Expense Ratio | 1.05 | 0.67 | 157% |
| Annual Report Gross Expense Ratio | 1.11 | 0.67 | 166% |
| Fund Existence | 24 years | 25 years | - |
| Gain YTD | -2.437 | 5.564 | -44% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 973M | 33B | 3% |
| Annual Yield % from dividends | 0.00 | 0.12 | - |
| Returns for 1 year | 4.93 | 2.82 | 175% |
| Returns for 3 years | 35.45 | 57.35 | 62% |
| Returns for 5 years | -14.88 | 50.47 | -29% |
| Returns for 10 years | 4.51 | 128.47 | 4% |
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