IAXAX
Price
$7.90
Change
+$0.04 (+0.51%)
Updated
Dec 3 closing price
Net Assets
937.01M
PMBJX
Price
$41.37
Change
-$0.18 (-0.43%)
Updated
Dec 2 closing price
Net Assets
31.51B
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IAXAX vs PMBJX

Header iconIAXAX vs PMBJX Comparison
Open Charts IAXAX vs PMBJXBanner chart's image
VY® T. Rowe Price Divers Mid Cap Gr A
Price$7.90
Change+$0.04 (+0.51%)
VolumeN/A
Net Assets937.01M
Principal MidCap J
Price$41.37
Change-$0.18 (-0.43%)
VolumeN/A
Net Assets31.51B
IAXAX vs PMBJX Comparison Chart in %
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IAXAX vs. PMBJX commentary
Dec 04, 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 IAXAX is a Buy and PMBJX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 31.5B vs. IAXAX (937M). PMBJX pays higher dividends than IAXAX: PMBJX (0.06) vs IAXAX (0.00). IAXAX was incepted earlier than PMBJX: IAXAX (24 years) vs PMBJX (25 years). IAXAX (1.36) is less costly to investors than PMBJX (0.78). IAXAX is a more actively managed with annual turnover of: 45.00 vs. PMBJX (10.50). IAXAX has a lower initial minimum investment than PMBJX: IAXAX (0) vs PMBJX (1000). PMBJX annual gain was more profitable for investors over the last year : -8.04 vs. IAXAX (-13.89). PMBJX return over 5 years is better than : 26.06 vs. IAXAX (-36.89).
IAXAXPMBJXIAXAX / PMBJX
Total Expense Ratio1.300.78167%
Annual Report Gross Expense Ratio1.360.78174%
Fund Existence24 years25 years-
Gain YTD-8.0611.813-445%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets937M31.5B3%
Annual Yield % from dividends0.000.06-
Returns for 1 year-13.89-8.04173%
Returns for 3 years9.7631.6531%
Returns for 5 years-36.8926.06-142%
Returns for 10 years-21.4593.01-23%
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