IAXAX
Price
$9.06
Change
-$0.09 (-0.98%)
Updated
Jun 13 closing price
Net Assets
946.43M
PMBJX
Price
$41.61
Change
-$0.64 (-1.51%)
Updated
Jun 13 closing price
Net Assets
30.56B
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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$9.06
Change-$0.09 (-0.98%)
VolumeN/A
Net Assets946.43M
Principal MidCap J
Price$41.61
Change-$0.64 (-1.51%)
VolumeN/A
Net Assets30.56B
IAXAX vs PMBJX Comparison Chart
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IAXAX vs. PMBJX commentary
Jun 16, 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 Hold.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 30.6B vs. IAXAX (946M). 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 : 10.12 vs. IAXAX (4.74). PMBJX return over 5 years is better than : 53.13 vs. IAXAX (-16.02).
IAXAXPMBJXIAXAX / PMBJX
Total Expense Ratio1.300.78167%
Annual Report Gross Expense Ratio1.360.78174%
Fund Existence24 years24 years-
Gain YTD5.8411.960298%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets946M30.6B3%
Annual Yield % from dividends0.000.06-
Returns for 1 year4.7410.1247%
Returns for 3 years4.5048.969%
Returns for 5 years-16.0253.13-30%
Returns for 10 years-25.8488.94-29%
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