IAXSX
Price
$9.80
Change
+$0.04 (+0.41%)
Updated
Dec 3 closing price
Net Assets
937.01M
PMBMX
Price
$41.60
Change
+$0.33 (+0.80%)
Updated
Dec 3 closing price
Net Assets
31.57B
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IAXSX vs PMBMX

Header iconIAXSX vs PMBMX Comparison
Open Charts IAXSX vs PMBMXBanner chart's image
VY® T. Rowe Price Divers Mid Cap Gr S
Price$9.80
Change+$0.04 (+0.41%)
VolumeN/A
Net Assets937.01M
Principal MidCap R3
Price$41.60
Change+$0.33 (+0.80%)
VolumeN/A
Net Assets31.57B
IAXSX vs PMBMX Comparison Chart in %
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IAXSX vs. PMBMX commentary
Dec 04, 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 PMBMX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 31.6B vs. IAXSX (937M). PMBMX pays higher dividends than IAXSX: PMBMX (0.02) vs IAXSX (0.00). IAXSX was incepted earlier than PMBMX: IAXSX (24 years) vs PMBMX (25 years). PMBMX (1.14) and IAXSX (1.11) have similar cost to investors . IAXSX is a more actively managed with annual turnover of: 45.00 vs. PMBMX (10.50). IAXSX (0) and PMBMX (0) have matching initial minimum investment requirements. PMBMX annual gain was more profitable for investors over the last year : -8.38 vs. IAXSX (-10.78). PMBMX return over 5 years is better than : 23.98 vs. IAXSX (-28.42).
IAXSXPMBMXIAXSX / PMBMX
Total Expense Ratio1.051.1492%
Annual Report Gross Expense Ratio1.111.1497%
Fund Existence24 years25 years-
Gain YTD-4.7761.469-325%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets937M31.6B3%
Annual Yield % from dividends0.000.02-
Returns for 1 year-10.78-8.38129%
Returns for 3 years17.0130.2556%
Returns for 5 years-28.4223.98-119%
Returns for 10 years-6.6987.43-8%
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