IAXSX
Price
$9.80
Change
+$0.04 (+0.41%)
Updated
Dec 3 closing price
Net Assets
937.01M
PMBPX
Price
$44.40
Change
+$0.35 (+0.79%)
Updated
Dec 3 closing price
Net Assets
31.57B
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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$9.80
Change+$0.04 (+0.41%)
VolumeN/A
Net Assets937.01M
Principal MidCap R5
Price$44.40
Change+$0.35 (+0.79%)
VolumeN/A
Net Assets31.57B
IAXSX vs PMBPX Comparison Chart in %
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IAXSX vs. PMBPX commentary
Dec 04, 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: 31.6B vs. IAXSX (937M). 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. PMBPX annual gain was more profitable for investors over the last year : -7.88 vs. IAXSX (-10.78). PMBPX return over 5 years is better than : 27.10 vs. IAXSX (-28.42).
IAXSXPMBPXIAXSX / PMBPX
Total Expense Ratio1.050.83127%
Annual Report Gross Expense Ratio1.110.83134%
Fund Existence24 years25 years-
Gain YTD-4.7761.795-266%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets937M31.6B3%
Annual Yield % from dividends0.000.01-
Returns for 1 year-10.78-7.88137%
Returns for 3 years17.0132.1553%
Returns for 5 years-28.4227.10-105%
Returns for 10 years-6.6996.85-7%
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