IAXTX
Price
$7.80
Change
+$0.11 (+1.43%)
Updated
Apr 11 closing price
Net Assets
823.42M
PMBJX
Price
$38.96
Change
+$0.67 (+1.75%)
Updated
Apr 11 closing price
Net Assets
27.72B
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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$7.80
Change+$0.11 (+1.43%)
VolumeN/A
Net Assets823.42M
Principal MidCap J
Price$38.96
Change+$0.67 (+1.75%)
VolumeN/A
Net Assets27.72B
IAXTX vs PMBJX Comparison Chart
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IAXTX vs. PMBJX commentary
Apr 12, 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 Buy and PMBJX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 27.7B vs. IAXTX (823M). PMBJX pays higher dividends than IAXTX: PMBJX (0.06) vs IAXTX (0.00). IAXTX was incepted earlier than PMBJX: IAXTX (16 years) vs PMBJX (24 years). IAXTX (1.27) is less costly to investors than PMBJX (0.82). 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 : 1.49 vs. IAXTX (-13.89). PMBJX return over 5 years is better than : 59.31 vs. IAXTX (-18.28).
IAXTXPMBJXIAXTX / PMBJX
Total Expense Ratio1.200.82146%
Annual Report Gross Expense Ratio1.270.82155%
Fund Existence16 years24 years-
Gain YTD-12.114-6.175196%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets823M27.7B3%
Annual Yield % from dividends0.000.06-
Returns for 1 year-13.891.49-931%
Returns for 3 years-27.1115.75-172%
Returns for 5 years-18.2859.31-31%
Returns for 10 years-37.1172.08-51%
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