IAXIX
Price
$12.14
Change
-$0.07 (-0.57%)
Updated
Jun 5 closing price
Net Assets
954.05M
PMBJX
Price
$42.01
Change
+$0.01 (+0.02%)
Updated
Jun 5 closing price
Net Assets
30.91B
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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$12.14
Change-$0.07 (-0.57%)
VolumeN/A
Net Assets954.05M
Principal MidCap J
Price$42.01
Change+$0.01 (+0.02%)
VolumeN/A
Net Assets30.91B
IAXIX vs PMBJX Comparison Chart
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IAXIX vs. PMBJX commentary
Jun 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 Buy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 30.9B vs. IAXIX (954M). PMBJX pays higher dividends than IAXIX: PMBJX (0.06) vs IAXIX (0.00). IAXIX was incepted earlier than PMBJX: IAXIX (24 years) vs PMBJX (24 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 (10.40) and PMBJX (10.36) have marching annual gain over last year. PMBJX return over 5 years is better than : 44.91 vs. IAXIX (-5.63).
IAXIXPMBJXIAXIX / PMBJX
Total Expense Ratio0.800.78103%
Annual Report Gross Expense Ratio0.860.78110%
Fund Existence24 years24 years-
Gain YTD6.8242.916234%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets954M30.9B3%
Annual Yield % from dividends0.000.06-
Returns for 1 year10.4010.36100%
Returns for 3 years6.1734.8318%
Returns for 5 years-5.6344.91-13%
Returns for 10 years-4.4791.75-5%
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