IAXIX
Price
$11.43
Change
+$0.05 (+0.44%)
Updated
Oct 6 closing price
Net Assets
981.47M
PMBJX
Price
$43.04
Change
-$0.12 (-0.28%)
Updated
Oct 6 closing price
Net Assets
33.17B
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IAXIX vs PMBJX

Header iconIAXIX vs PMBJX Comparison
Open Charts IAXIX vs PMBJXBanner chart's image
VY® T. Rowe Price Divers Mid Cap Gr I
Price$11.43
Change+$0.05 (+0.44%)
VolumeN/A
Net Assets981.47M
Principal MidCap J
Price$43.04
Change-$0.12 (-0.28%)
VolumeN/A
Net Assets33.17B
IAXIX vs PMBJX Comparison Chart in %
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IAXIX vs. PMBJX commentary
Oct 07, 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 IAXIX is a Buy and PMBJX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 33.2B vs. IAXIX (981M). PMBJX pays higher dividends than IAXIX: PMBJX (0.06) vs IAXIX (0.00). IAXIX was incepted earlier than PMBJX: IAXIX (24 years) vs PMBJX (25 years). IAXIX (0.86) is less costly to investors than PMBJX (0.78). IAXIX is a more actively managed with annual turnover of: 45.00 vs. PMBJX (10.50). IAXIX has a lower initial minimum investment than PMBJX: IAXIX (0) vs PMBJX (1000). IAXIX annual gain was more profitable for investors over the last year : 6.06 vs. PMBJX (3.14). PMBJX return over 5 years is better than : 41.27 vs. IAXIX (-13.53).
IAXIXPMBJXIAXIX / PMBJX
Total Expense Ratio0.800.78103%
Annual Report Gross Expense Ratio0.860.78110%
Fund Existence24 years25 years-
Gain YTD-0.4375.758-8%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets981M33.2B3%
Annual Yield % from dividends0.000.06-
Returns for 1 year6.063.14193%
Returns for 3 years37.4454.6269%
Returns for 5 years-13.5341.27-33%
Returns for 10 years8.95105.908%
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