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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$10.09
Change+$0.07 (+0.70%)
VolumeN/A
Net Assets1.01B
Principal MidCap Institutional
Price$48.18
Change+$0.43 (+0.90%)
VolumeN/A
Net Assets33.36B
IAXSX vs PCBIX Comparison Chart in %
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IAXSX vs. PCBIX commentary
Sep 09, 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 Hold and PCBIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 33.4B vs. IAXSX (1.01B). 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 : 11.46 vs. PCBIX (9.41). PCBIX return over 5 years is better than : 49.14 vs. IAXSX (-14.72).
| 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 | -2.339 | 7.135 | -33% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.01B | 33.4B | 3% |
| Annual Yield % from dividends | 0.00 | 0.12 | - |
| Returns for 1 year | 11.46 | 9.41 | 122% |
| Returns for 3 years | 26.20 | 47.03 | 56% |
| Returns for 5 years | -14.72 | 49.14 | -30% |
| Returns for 10 years | -2.74 | 116.70 | -2% |
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