IAXIX
Price
$11.26
Change
-$0.01 (-0.09%)
Updated
Oct 17 closing price
Net Assets
967.89M
PMBJX
Price
$41.75
Change
+$0.20 (+0.48%)
Updated
Oct 17 closing price
Net Assets
31.76B
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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$11.26
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets967.89M
Principal MidCap J
Price$41.75
Change+$0.20 (+0.48%)
VolumeN/A
Net Assets31.76B
IAXIX vs PMBJX Comparison Chart in %
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IAXIX vs. PMBJX commentary
Oct 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 IAXIX is a Buy and PMBJX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 31.8B vs. IAXIX (968M). 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 : 2.46 vs. PMBJX (-3.03). PMBJX return over 5 years is better than : 34.98 vs. IAXIX (-16.90).
IAXIXPMBJXIAXIX / PMBJX
Total Expense Ratio0.800.78103%
Annual Report Gross Expense Ratio0.860.78110%
Fund Existence24 years25 years-
Gain YTD-1.4872.303-65%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets968M31.8B3%
Annual Yield % from dividends0.000.06-
Returns for 1 year2.46-3.03-81%
Returns for 3 years36.3248.6775%
Returns for 5 years-16.9034.98-48%
Returns for 10 years8.0098.618%
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