IAXTX
Price
$9.72
Change
+$0.12 (+1.25%)
Updated
Jul 3 closing price
Net Assets
993.89M
PMBPX
Price
$46.52
Change
+$0.48 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
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IAXTX vs PMBPX

Header iconIAXTX vs PMBPX Comparison
Open Charts IAXTX vs PMBPXBanner chart's image
VY® T. Rowe Price Divers Mid Cap Gr S2
Price$9.72
Change+$0.12 (+1.25%)
VolumeN/A
Net Assets993.89M
Principal MidCap R5
Price$46.52
Change+$0.48 (+1.04%)
VolumeN/A
Net Assets32.28B
IAXTX vs PMBPX Comparison Chart in %
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IAXTX vs. PMBPX commentary
Jul 06, 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 IAXTX is a Buy and PMBPX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32.3B vs. IAXTX (994M). PMBPX pays higher dividends than IAXTX: PMBPX (0.01) vs IAXTX (0.00). IAXTX was incepted earlier than PMBPX: IAXTX (16 years) vs PMBPX (25 years). IAXTX (1.26) is less costly to investors than PMBPX (0.83). IAXTX is a more actively managed with annual turnover of: 45.00 vs. PMBPX (10.50). IAXTX (0) and PMBPX (0) have matching initial minimum investment requirements. PMBPX annual gain was more profitable for investors over the last year : 15.41 vs. IAXTX (9.46). PMBPX return over 5 years is better than : 59.60 vs. IAXTX (-14.94).
IAXTXPMBPXIAXTX / PMBPX
Total Expense Ratio1.200.83145%
Annual Report Gross Expense Ratio1.260.83152%
Fund Existence16 years25 years-
Gain YTD11.0867.041157%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets994M32.3B3%
Annual Yield % from dividends0.000.01-
Returns for 1 year9.4615.4161%
Returns for 3 years7.6452.3915%
Returns for 5 years-14.9459.60-25%
Returns for 10 years-19.46104.46-19%
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