IAXSX
Price
$9.60
Change
-$0.50 (-4.95%)
Updated
Feb 3 closing price
Net Assets
910.77M
PMBPX
Price
$40.41
Change
-$4.79 (-10.60%)
Updated
Feb 3 closing price
Net Assets
30.27B
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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$9.60
Change-$0.50 (-4.95%)
VolumeN/A
Net Assets910.77M
Principal MidCap R5
Price$40.41
Change-$4.79 (-10.60%)
VolumeN/A
Net Assets30.27B
IAXSX vs PMBPX Comparison Chart in %
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IAXSX vs. PMBPX commentary
Feb 05, 2026

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: 30.3B vs. IAXSX (911M). IAXSX (0.00) and PMBPX (0.00) have matching dividends . 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 (13.70). IAXSX (0) and PMBPX (0) have matching initial minimum investment requirements. PMBPX annual gain was more profitable for investors over the last year : -11.17 vs. IAXSX (-12.01). PMBPX return over 5 years is better than : 12.76 vs. IAXSX (-36.51).
IAXSXPMBPXIAXSX / PMBPX
Total Expense Ratio1.050.83127%
Annual Report Gross Expense Ratio1.110.83134%
Fund Existence24 years25 years-
Gain YTD-0.826-2.93128%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets911M30.3B3%
Annual Yield % from dividends0.000.00-
Returns for 1 year-12.01-11.17108%
Returns for 3 years12.2821.0058%
Returns for 5 years-36.5112.76-286%
Returns for 10 years7.10119.396%
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