IAXSX
Price
$10.09
Change
+$0.07 (+0.70%)
Updated
Sep 8 closing price
Net Assets
1.01B
PEMGX
Price
$46.00
Change
+$0.41 (+0.90%)
Updated
Sep 8 closing price
Net Assets
33.05B
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IAXSX vs PEMGX

Header iconIAXSX vs PEMGX Comparison
Open Charts IAXSX vs PEMGXBanner chart's image
VY® T. Rowe Price Divers Mid Cap Gr S
Price$10.09
Change+$0.07 (+0.70%)
VolumeN/A
Net Assets1.01B
Principal MidCap A
Price$46.00
Change+$0.41 (+0.90%)
VolumeN/A
Net Assets33.05B
IAXSX vs PEMGX Comparison Chart in %
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IAXSX vs. PEMGX 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 PEMGX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 33B vs. IAXSX (1.01B). IAXSX (0.00) and PEMGX (0.00) have matching dividends . IAXSX was incepted earlier than PEMGX: IAXSX (24 years) vs PEMGX (20 years). IAXSX (1.11) is less costly to investors than PEMGX (0.91). IAXSX is a more actively managed with annual turnover of: 45.00 vs. PEMGX (10.50). IAXSX has a lower initial minimum investment than PEMGX: IAXSX (0) vs PEMGX (1000). IAXSX annual gain was more profitable for investors over the last year : 11.46 vs. PEMGX (9.01). PEMGX return over 5 years is better than : 46.31 vs. IAXSX (-14.72).
IAXSXPEMGXIAXSX / PEMGX
Total Expense Ratio1.050.91115%
Annual Report Gross Expense Ratio1.110.91122%
Fund Existence24 years20 years-
Gain YTD-2.3396.969-34%
Front LoadN/A6%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.01B33B3%
Annual Yield % from dividends0.000.00-
Returns for 1 year11.469.01127%
Returns for 3 years26.2045.4258%
Returns for 5 years-14.7246.31-32%
Returns for 10 years-2.74108.18-3%
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