IAXSX
Price
$9.93
Change
-$0.10 (-1.00%)
Updated
Aug 5 closing price
Net Assets
997.98M
PMBJX
Price
$43.21
Change
-$0.67 (-1.53%)
Updated
Aug 5 closing price
Net Assets
32.4B
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IAXSX vs PMBJX

Header iconIAXSX vs PMBJX Comparison
Open Charts IAXSX vs PMBJXBanner chart's image
VY® T. Rowe Price Divers Mid Cap Gr S
Price$9.93
Change-$0.10 (-1.00%)
VolumeN/A
Net Assets997.98M
Principal MidCap J
Price$43.21
Change-$0.67 (-1.53%)
VolumeN/A
Net Assets32.4B
IAXSX vs PMBJX Comparison Chart in %
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IAXSX vs. PMBJX commentary
Aug 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 IAXSX is a Hold and PMBJX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 32.4B vs. IAXSX (998M). PMBJX pays higher dividends than IAXSX: PMBJX (0.06) vs IAXSX (0.00). IAXSX was incepted earlier than PMBJX: IAXSX (24 years) vs PMBJX (24 years). IAXSX (1.11) is less costly to investors than PMBJX (0.78). IAXSX is a more actively managed with annual turnover of: 45.00 vs. PMBJX (10.50). IAXSX has a lower initial minimum investment than PMBJX: IAXSX (0) vs PMBJX (1000). IAXSX annual gain was more profitable for investors over the last year : 18.70 vs. PMBJX (15.66). PMBJX return over 5 years is better than : 47.63 vs. IAXSX (-16.56).
IAXSXPMBJXIAXSX / PMBJX
Total Expense Ratio1.050.78135%
Annual Report Gross Expense Ratio1.110.78142%
Fund Existence24 years24 years-
Gain YTD-2.2427.523-30%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets998M32.4B3%
Annual Yield % from dividends0.000.06-
Returns for 1 year18.7015.66119%
Returns for 3 years19.4038.1151%
Returns for 5 years-16.5647.63-35%
Returns for 10 years-6.0899.07-6%
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