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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$9.82
Change-$0.01 (-0.10%)
VolumeN/A
Net Assets983.48M
Principal MidCap Institutional
Price$47.20
Change-$0.14 (-0.30%)
VolumeN/A
Net Assets32.48B
IAXSX vs PCBIX Comparison Chart in %
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IAXSX vs. PCBIX commentary
Aug 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 IAXSX is a Buy and PCBIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 32.5B vs. IAXSX (983M). PCBIX pays higher dividends than IAXSX: PCBIX (0.12) vs IAXSX (0.00). IAXSX was incepted earlier than PCBIX: IAXSX (24 years) vs PCBIX (24 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. PCBIX annual gain was more profitable for investors over the last year : 9.35 vs. IAXSX (7.56). PCBIX return over 5 years is better than : 46.92 vs. IAXSX (-17.76).
| 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 | 24 years | - |
| Gain YTD | -4.289 | 5.901 | -73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 983M | 32.5B | 3% |
| Annual Yield % from dividends | 0.00 | 0.12 | - |
| Returns for 1 year | 7.56 | 9.35 | 81% |
| Returns for 3 years | 11.97 | 31.62 | 38% |
| Returns for 5 years | -17.76 | 46.92 | -38% |
| Returns for 10 years | -9.47 | 101.31 | -9% |
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