IAXSX
Price
$9.89
Change
-$0.02 (-0.20%)
Updated
Dec 26 closing price
Net Assets
942.6M
PMBPX
Price
$42.35
Change
+$0.02 (+0.05%)
Updated
Dec 26 closing price
Net Assets
31.17B
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IAXSX vs PMBPX

Header iconIAXSX vs PMBPX Comparison
Open Charts IAXSX vs PMBPXBanner chart's image
VY® T. Rowe Price Divers Mid Cap Gr S
Price$9.89
Change-$0.02 (-0.20%)
VolumeN/A
Net Assets942.6M
Principal MidCap R5
Price$42.35
Change+$0.02 (+0.05%)
VolumeN/A
Net Assets31.17B
IAXSX vs PMBPX Comparison Chart in %
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IAXSX vs. PMBPX commentary
Dec 28, 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 PMBPX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 31.2B vs. IAXSX (943M). PMBPX pays higher dividends than IAXSX: PMBPX (0.01) vs IAXSX (0.00). IAXSX was incepted earlier than PMBPX: IAXSX (24 years) vs PMBPX (25 years). IAXSX (1.11) is less costly to investors than PMBPX (0.83). IAXSX is a more actively managed with annual turnover of: 45.00 vs. PMBPX (10.50). IAXSX (0) and PMBPX (0) have matching initial minimum investment requirements. PMBPX annual gain was more profitable for investors over the last year : -4.50 vs. IAXSX (-6.52). PMBPX return over 5 years is better than : 20.39 vs. IAXSX (-32.31).
IAXSXPMBPXIAXSX / PMBPX
Total Expense Ratio1.050.83127%
Annual Report Gross Expense Ratio1.110.83134%
Fund Existence24 years25 years-
Gain YTD-3.606-2.554141%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets943M31.2B3%
Annual Yield % from dividends0.000.01-
Returns for 1 year-6.52-4.50145%
Returns for 3 years26.9639.2369%
Returns for 5 years-32.3120.39-158%
Returns for 10 years-4.55103.85-4%
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