IAXSX
Price
$10.09
Change
+$0.07 (+0.70%)
Updated
Sep 8 closing price
Net Assets
1.01B
PMBPX
Price
$46.93
Change
+$0.42 (+0.90%)
Updated
Sep 8 closing price
Net Assets
33.36B
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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$10.09
Change+$0.07 (+0.70%)
VolumeN/A
Net Assets1.01B
Principal MidCap R5
Price$46.93
Change+$0.42 (+0.90%)
VolumeN/A
Net Assets33.36B
IAXSX vs PMBPX Comparison Chart in %
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IAXSX vs. PMBPX 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 PMBPX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 33.4B vs. IAXSX (1.01B). 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. IAXSX annual gain was more profitable for investors over the last year : 11.46 vs. PMBPX (9.16). PMBPX return over 5 years is better than : 47.38 vs. IAXSX (-14.72).
IAXSXPMBPXIAXSX / PMBPX
Total Expense Ratio1.050.83127%
Annual Report Gross Expense Ratio1.110.83134%
Fund Existence24 years25 years-
Gain YTD-2.3397.018-33%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets1.01B33.4B3%
Annual Yield % from dividends0.000.01-
Returns for 1 year11.469.16125%
Returns for 3 years26.2046.0457%
Returns for 5 years-14.7247.38-31%
Returns for 10 years-2.74111.63-2%
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