IAXSX
Price
$10.01
Change
+$0.08 (+0.81%)
Updated
Sep 26 closing price
Net Assets
973.34M
PMBPX
Price
$45.82
Change
+$0.34 (+0.75%)
Updated
Sep 26 closing price
Net Assets
33.04B
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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$10.01
Change+$0.08 (+0.81%)
VolumeN/A
Net Assets973.34M
Principal MidCap R5
Price$45.82
Change+$0.34 (+0.75%)
VolumeN/A
Net Assets33.04B
IAXSX vs PMBPX Comparison Chart in %
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IAXSX vs. PMBPX commentary
Sep 29, 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 PMBPX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 33B vs. IAXSX (973M). 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 : 4.93 vs. PMBPX (2.56). PMBPX return over 5 years is better than : 48.73 vs. IAXSX (-14.88).
IAXSXPMBPXIAXSX / PMBPX
Total Expense Ratio1.050.83127%
Annual Report Gross Expense Ratio1.110.83134%
Fund Existence24 years25 years-
Gain YTD-2.4375.430-45%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets973M33B3%
Annual Yield % from dividends0.000.01-
Returns for 1 year4.932.56192%
Returns for 3 years35.4556.2363%
Returns for 5 years-14.8848.73-31%
Returns for 10 years4.51123.124%
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