IAXAX
Price
$8.57
Change
+$0.15 (+1.78%)
Updated
May 8 closing price
Net Assets
904.23M
PMBJX
Price
$41.58
Change
+$0.34 (+0.82%)
Updated
May 8 closing price
Net Assets
30.17B
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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$8.57
Change+$0.15 (+1.78%)
VolumeN/A
Net Assets904.23M
Principal MidCap J
Price$41.58
Change+$0.34 (+0.82%)
VolumeN/A
Net Assets30.17B
IAXAX vs PMBJX Comparison Chart
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IAXAX vs. PMBJX commentary
May 09, 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: 30.2B vs. IAXAX (904M). PMBJX pays higher dividends than IAXAX: PMBJX (0.06) vs IAXAX (0.00). IAXAX was incepted earlier than PMBJX: IAXAX (23 years) vs PMBJX (24 years). IAXAX (1.37) 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 : 8.85 vs. IAXAX (-2.32). PMBJX return over 5 years is better than : 63.43 vs. IAXAX (-17.60).
IAXAXPMBJXIAXAX / PMBJX
Total Expense Ratio1.300.78167%
Annual Report Gross Expense Ratio1.370.78176%
Fund Existence23 years24 years-
Gain YTD-1.6361.054-155%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets904M30.2B3%
Annual Yield % from dividends0.000.06-
Returns for 1 year-2.328.85-26%
Returns for 3 years-5.7140.88-14%
Returns for 5 years-17.6063.43-28%
Returns for 10 years-30.6887.34-35%
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