IAXSX
Price
$9.92
Change
-$0.02 (-0.20%)
Updated
Oct 17 closing price
Net Assets
967.89M
PMBPX
Price
$44.46
Change
+$0.21 (+0.47%)
Updated
Oct 17 closing price
Net Assets
31.93B
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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$9.92
Change-$0.02 (-0.20%)
VolumeN/A
Net Assets967.89M
Principal MidCap R5
Price$44.46
Change+$0.21 (+0.47%)
VolumeN/A
Net Assets31.93B
IAXSX vs PMBPX Comparison Chart in %
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IAXSX vs. PMBPX commentary
Oct 20, 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 Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 31.9B vs. IAXSX (968M). 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 : 0.40 vs. PMBPX (-2.88). PMBPX return over 5 years is better than : 36.06 vs. IAXSX (-22.80).
IAXSXPMBPXIAXSX / PMBPX
Total Expense Ratio1.050.83127%
Annual Report Gross Expense Ratio1.110.83134%
Fund Existence24 years25 years-
Gain YTD-3.3142.301-144%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets968M31.9B3%
Annual Yield % from dividends0.000.01-
Returns for 1 year0.40-2.88-14%
Returns for 3 years31.2249.2663%
Returns for 5 years-22.8036.06-63%
Returns for 10 years-2.68102.57-3%
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