IAXTX
Price
$8.35
Change
-$0.00 (-0.00%)
Updated
Sep 17 closing price
Net Assets
997.63M
PMBJX
Price
$43.55
Change
-$0.11 (-0.25%)
Updated
Sep 17 closing price
Net Assets
33.2B
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IAXTX vs PMBJX

Header iconIAXTX vs PMBJX Comparison
Open Charts IAXTX vs PMBJXBanner chart's image
VY® T. Rowe Price Divers Mid Cap Gr S2
Price$8.35
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets997.63M
Principal MidCap J
Price$43.55
Change-$0.11 (-0.25%)
VolumeN/A
Net Assets33.2B
IAXTX vs PMBJX Comparison Chart in %
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IAXTX vs. PMBJX commentary
Sep 18, 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 IAXTX is a Hold and PMBJX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 33.2B vs. IAXTX (998M). PMBJX pays higher dividends than IAXTX: PMBJX (0.06) vs IAXTX (0.00). IAXTX was incepted earlier than PMBJX: IAXTX (17 years) vs PMBJX (25 years). IAXTX (1.26) is less costly to investors than PMBJX (0.78). IAXTX is a more actively managed with annual turnover of: 45.00 vs. PMBJX (10.50). IAXTX has a lower initial minimum investment than PMBJX: IAXTX (0) vs PMBJX (1000). PMBJX annual gain was more profitable for investors over the last year : 5.93 vs. IAXTX (4.51). PMBJX return over 5 years is better than : 47.44 vs. IAXTX (-22.33).
IAXTXPMBJXIAXTX / PMBJX
Total Expense Ratio1.200.78154%
Annual Report Gross Expense Ratio1.260.78162%
Fund Existence17 years25 years-
Gain YTD-4.5716.984-65%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets998M33.2B3%
Annual Yield % from dividends0.000.06-
Returns for 1 year4.515.9376%
Returns for 3 years20.4947.3943%
Returns for 5 years-22.3347.44-47%
Returns for 10 years-15.00110.18-14%
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