IAXTX
Price
$9.40
Change
+$0.11 (+1.18%)
Updated
Jun 6 closing price
Net Assets
948.94M
PMBJX
Price
$42.29
Change
+$0.28 (+0.67%)
Updated
Jun 6 closing price
Net Assets
30.93B
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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$9.40
Change+$0.11 (+1.18%)
VolumeN/A
Net Assets948.94M
Principal MidCap J
Price$42.29
Change+$0.28 (+0.67%)
VolumeN/A
Net Assets30.93B
IAXTX vs PMBJX Comparison Chart
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IAXTX 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 IAXTX is a Buy and PMBJX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 30.9B vs. IAXTX (949M). 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 (1.26) 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 : 11.47 vs. IAXTX (6.41). PMBJX return over 5 years is better than : 44.95 vs. IAXTX (-18.85).
IAXTXPMBJXIAXTX / PMBJX
Total Expense Ratio1.200.78154%
Annual Report Gross Expense Ratio1.260.78162%
Fund Existence16 years24 years-
Gain YTD6.1712.940210%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets949M30.9B3%
Annual Yield % from dividends0.000.06-
Returns for 1 year6.4111.4756%
Returns for 3 years-5.9733.87-18%
Returns for 5 years-18.8544.95-42%
Returns for 10 years-23.2191.79-25%
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