IAXIX
Price
$11.19
Change
-$0.20 (-1.76%)
Updated
Dec 12 closing price
Net Assets
942.11M
PMBJX
Price
$39.28
Change
-$0.19 (-0.48%)
Updated
Dec 12 closing price
Net Assets
30.94B
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IAXIX vs PMBJX

Header iconIAXIX vs PMBJX Comparison
Open Charts IAXIX vs PMBJXBanner chart's image
VY® T. Rowe Price Divers Mid Cap Gr I
Price$11.19
Change-$0.20 (-1.76%)
VolumeN/A
Net Assets942.11M
Principal MidCap J
Price$39.28
Change-$0.19 (-0.48%)
VolumeN/A
Net Assets30.94B
IAXIX vs PMBJX Comparison Chart in %
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IAXIX vs. PMBJX commentary
Dec 13, 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 IAXIX is a Buy and PMBJX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 30.9B vs. IAXIX (942M). PMBJX pays higher dividends than IAXIX: PMBJX (0.06) vs IAXIX (0.00). IAXIX was incepted earlier than PMBJX: IAXIX (24 years) vs PMBJX (25 years). IAXIX (0.86) is less costly to investors than PMBJX (0.78). IAXIX is a more actively managed with annual turnover of: 45.00 vs. PMBJX (10.50). IAXIX has a lower initial minimum investment than PMBJX: IAXIX (0) vs PMBJX (1000). IAXIX annual gain was more profitable for investors over the last year : -6.18 vs. PMBJX (-11.31). PMBJX return over 5 years is better than : 20.70 vs. IAXIX (-22.46).
IAXIXPMBJXIAXIX / PMBJX
Total Expense Ratio0.800.78103%
Annual Report Gross Expense Ratio0.860.78110%
Fund Existence24 years25 years-
Gain YTD-0.350-3.28411%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets942M30.9B3%
Annual Yield % from dividends0.000.06-
Returns for 1 year-6.18-11.3155%
Returns for 3 years27.8328.3598%
Returns for 5 years-22.4620.70-109%
Returns for 10 years10.6191.8412%
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