IAXTX
Price
$8.31
Change
+$0.10 (+1.22%)
Updated
Oct 20 closing price
Net Assets
968.05M
PMBJX
Price
$42.12
Change
+$0.37 (+0.89%)
Updated
Oct 20 closing price
Net Assets
32.22B
Interact to see
Advertisement

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$8.31
Change+$0.10 (+1.22%)
VolumeN/A
Net Assets968.05M
Principal MidCap J
Price$42.12
Change+$0.37 (+0.89%)
VolumeN/A
Net Assets32.22B
IAXTX vs PMBJX Comparison Chart in %
View a ticker or compare two or three
VS
IAXTX vs. PMBJX commentary
Oct 22, 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.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 32.2B vs. IAXTX (968M). 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). IAXTX annual gain was more profitable for investors over the last year : -3.07 vs. PMBJX (-3.32). PMBJX return over 5 years is better than : 37.15 vs. IAXTX (-29.35).
IAXTXPMBJXIAXTX / PMBJX
Total Expense Ratio1.200.78154%
Annual Report Gross Expense Ratio1.260.78162%
Fund Existence17 years25 years-
Gain YTD-6.1712.303-268%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets968M32.2B3%
Annual Yield % from dividends0.000.06-
Returns for 1 year-3.07-3.3292%
Returns for 3 years25.5450.8150%
Returns for 5 years-29.3537.15-79%
Returns for 10 years-16.5997.12-17%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
ASGI20.880.09
+0.43%
abrdn Global Infrastructure Income Fund
SDG83.720.05
+0.06%
iShares MSCI Global Sust Dev Goals ETF
SCHR25.300.01
+0.04%
Schwab Intermediate-Term US Trs ETF™
TAFL25.300.01
+0.04%
AB Tax-Aware Long Municipal ETF
LFBB168.56N/A
N/A
LifeX 2063 Longevity Income ETF