IAXAX
Price
$9.50
Change
+$0.11 (+1.17%)
Updated
Jul 3 closing price
Net Assets
993.89M
PMBJX
Price
$43.69
Change
+$0.45 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
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IAXAX vs PMBJX

Header iconIAXAX vs PMBJX Comparison
Open Charts IAXAX vs PMBJXBanner chart's image
VY® T. Rowe Price Divers Mid Cap Gr A
Price$9.50
Change+$0.11 (+1.17%)
VolumeN/A
Net Assets993.89M
Principal MidCap J
Price$43.69
Change+$0.45 (+1.04%)
VolumeN/A
Net Assets32.28B
IAXAX vs PMBJX Comparison Chart in %
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IAXAX vs. PMBJX 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 IAXAX is a Buy and PMBJX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 32.3B vs. IAXAX (994M). PMBJX pays higher dividends than IAXAX: PMBJX (0.06) vs IAXAX (0.00). IAXAX was incepted earlier than PMBJX: IAXAX (24 years) vs PMBJX (24 years). IAXAX (1.36) is less costly to investors than PMBJX (0.78). IAXAX is a more actively managed with annual turnover of: 45.00 vs. PMBJX (10.50). IAXAX has a lower initial minimum investment than PMBJX: IAXAX (0) vs PMBJX (1000). PMBJX annual gain was more profitable for investors over the last year : 15.26 vs. IAXAX (8.94). PMBJX return over 5 years is better than : 58.39 vs. IAXAX (-16.21).
IAXAXPMBJXIAXAX / PMBJX
Total Expense Ratio1.300.78167%
Annual Report Gross Expense Ratio1.360.78174%
Fund Existence24 years24 years-
Gain YTD10.9817.057156%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets994M32.3B3%
Annual Yield % from dividends0.000.06-
Returns for 1 year8.9415.2659%
Returns for 3 years6.5051.7913%
Returns for 5 years-16.2158.39-28%
Returns for 10 years-21.21100.46-21%
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