IAXAX
Price
$7.91
Change
-$0.01 (-0.13%)
Updated
Aug 15 closing price
Net Assets
983.48M
PMBJX
Price
$43.19
Change
-$0.13 (-0.30%)
Updated
Aug 15 closing price
Net Assets
32.48B
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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$7.91
Change-$0.01 (-0.13%)
VolumeN/A
Net Assets983.48M
Principal MidCap J
Price$43.19
Change-$0.13 (-0.30%)
VolumeN/A
Net Assets32.48B
IAXAX vs PMBJX Comparison Chart in %
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IAXAX vs. PMBJX commentary
Aug 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 IAXAX is a Buy and PMBJX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 32.5B vs. IAXAX (983M). PMBJX pays higher dividends than IAXAX: PMBJX (0.06) vs IAXAX (0.00). IAXAX was incepted earlier than PMBJX: IAXAX (24 years) vs PMBJX (24 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 : 8.97 vs. IAXAX (3.81). PMBJX return over 5 years is better than : 44.05 vs. IAXAX (-27.56).
IAXAXPMBJXIAXAX / PMBJX
Total Expense Ratio1.300.78167%
Annual Report Gross Expense Ratio1.360.78174%
Fund Existence24 years24 years-
Gain YTD-7.5935.832-130%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets983M32.5B3%
Annual Yield % from dividends0.000.06-
Returns for 1 year3.818.9742%
Returns for 3 years4.9130.2516%
Returns for 5 years-27.5644.05-63%
Returns for 10 years-23.8592.90-26%
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