IAXSX
Price
$11.60
Change
+$0.12 (+1.05%)
Updated
Jul 25 closing price
Net Assets
1.01B
PMBPX
Price
$47.20
Change
+$0.33 (+0.70%)
Updated
Jul 25 closing price
Net Assets
33.21B
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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$11.60
Change+$0.12 (+1.05%)
VolumeN/A
Net Assets1.01B
Principal MidCap R5
Price$47.20
Change+$0.33 (+0.70%)
VolumeN/A
Net Assets33.21B
IAXSX vs PMBPX Comparison Chart in %
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IAXSX vs. PMBPX commentary
Jul 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 Buy and PMBPX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 33.2B 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 : 14.97 vs. PMBPX (13.61). PMBPX return over 5 years is better than : 56.25 vs. IAXSX (-7.92).
IAXSXPMBPXIAXSX / PMBPX
Total Expense Ratio1.050.83127%
Annual Report Gross Expense Ratio1.110.83134%
Fund Existence24 years25 years-
Gain YTD13.0608.606152%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets1.01B33.2B3%
Annual Yield % from dividends0.000.01-
Returns for 1 year14.9713.61110%
Returns for 3 years12.4049.3825%
Returns for 5 years-7.9256.25-14%
Returns for 10 years-7.52107.27-7%
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