IAXIX
Price
$11.13
Change
-$0.01 (-0.09%)
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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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$11.13
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets983.48M
Principal MidCap J
Price$43.19
Change-$0.13 (-0.30%)
VolumeN/A
Net Assets32.48B
IAXIX vs PMBJX Comparison Chart in %
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IAXIX vs. PMBJX commentary
Aug 17, 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 StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 32.5B vs. IAXIX (983M). PMBJX pays higher dividends than IAXIX: PMBJX (0.06) vs IAXIX (0.00). IAXIX was incepted earlier than PMBJX: IAXIX (24 years) vs PMBJX (24 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 : 9.66 vs. PMBJX (8.97). PMBJX return over 5 years is better than : 44.05 vs. IAXIX (-11.60).
IAXIXPMBJXIAXIX / PMBJX
Total Expense Ratio0.800.78103%
Annual Report Gross Expense Ratio0.860.78110%
Fund Existence24 years24 years-
Gain YTD-2.6255.832-45%
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 year9.668.97108%
Returns for 3 years16.0630.2553%
Returns for 5 years-11.6044.05-26%
Returns for 10 years0.4092.900%
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