IAXSX
Price
$9.92
Change
-$0.02 (-0.20%)
Updated
Oct 17 closing price
Net Assets
967.89M
PEMGX
Price
$43.56
Change
+$0.21 (+0.48%)
Updated
Oct 17 closing price
Net Assets
31.93B
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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$9.92
Change-$0.02 (-0.20%)
VolumeN/A
Net Assets967.89M
Principal MidCap A
Price$43.56
Change+$0.21 (+0.48%)
VolumeN/A
Net Assets31.93B
IAXSX vs PEMGX Comparison Chart in %
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IAXSX vs. PEMGX commentary
Oct 20, 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 PEMGX is a Buy.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 31.9B vs. IAXSX (968M). 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 : 0.40 vs. PEMGX (-3.03). PEMGX return over 5 years is better than : 35.03 vs. IAXSX (-22.80).
IAXSXPEMGXIAXSX / PEMGX
Total Expense Ratio1.050.91115%
Annual Report Gross Expense Ratio1.110.91122%
Fund Existence24 years20 years-
Gain YTD-3.3142.206-150%
Front LoadN/A6%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets968M31.9B3%
Annual Yield % from dividends0.000.00-
Returns for 1 year0.40-3.03-13%
Returns for 3 years31.2248.5764%
Returns for 5 years-22.8035.03-65%
Returns for 10 years-2.6899.18-3%
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