IAXTX
Price
$9.89
Change
+$0.11 (+1.12%)
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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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$9.89
Change+$0.11 (+1.12%)
VolumeN/A
Net Assets1.01B
Principal MidCap R5
Price$47.20
Change+$0.33 (+0.70%)
VolumeN/A
Net Assets33.21B
IAXTX vs PMBPX Comparison Chart in %
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IAXTX vs. PMBPX commentary
Jul 27, 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: 33.2B vs. IAXTX (1.01B). 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 : 13.61 vs. IAXTX (12.51). PMBPX return over 5 years is better than : 56.25 vs. IAXTX (-15.45).
IAXTXPMBPXIAXTX / PMBPX
Total Expense Ratio1.200.83145%
Annual Report Gross Expense Ratio1.260.83152%
Fund Existence16 years25 years-
Gain YTD13.0298.606151%
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 year12.5113.6192%
Returns for 3 years5.8949.3812%
Returns for 5 years-15.4556.25-27%
Returns for 10 years-18.25107.27-17%
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