IAXSX
Price
$9.54
Change
+$0.05 (+0.53%)
Updated
Nov 19 closing price
Net Assets
910.75M
PMBJX
Price
$40.56
Change
-$0.02 (-0.05%)
Updated
Nov 19 closing price
Net Assets
30.83B
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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$9.54
Change+$0.05 (+0.53%)
VolumeN/A
Net Assets910.75M
Principal MidCap J
Price$40.56
Change-$0.02 (-0.05%)
VolumeN/A
Net Assets30.83B
IAXSX vs PMBJX Comparison Chart in %
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IAXSX vs. PMBJX commentary
Nov 20, 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 Hold.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 30.8B vs. IAXSX (911M). PMBJX pays higher dividends than IAXSX: PMBJX (0.06) vs IAXSX (0.00). IAXSX was incepted earlier than PMBJX: IAXSX (24 years) vs PMBJX (25 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). PMBJX annual gain was more profitable for investors over the last year : -6.46 vs. IAXSX (-10.05). PMBJX return over 5 years is better than : 25.52 vs. IAXSX (-28.27).
IAXSXPMBJXIAXSX / PMBJX
Total Expense Ratio1.050.78135%
Annual Report Gross Expense Ratio1.110.78142%
Fund Existence24 years25 years-
Gain YTD-7.505-0.5641,332%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets911M30.8B3%
Annual Yield % from dividends0.000.06-
Returns for 1 year-10.05-6.46155%
Returns for 3 years17.6032.3954%
Returns for 5 years-28.2725.52-111%
Returns for 10 years-8.9489.12-10%
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