IAXIX
Price
$12.12
Change
-$0.12 (-0.98%)
Updated
Jun 13 closing price
Net Assets
946.43M
PMBJX
Price
$41.61
Change
-$0.64 (-1.51%)
Updated
Jun 13 closing price
Net Assets
30.56B
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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$12.12
Change-$0.12 (-0.98%)
VolumeN/A
Net Assets946.43M
Principal MidCap J
Price$41.61
Change-$0.64 (-1.51%)
VolumeN/A
Net Assets30.56B
IAXIX vs PMBJX Comparison Chart
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IAXIX vs. PMBJX commentary
Jun 16, 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: 30.6B vs. IAXIX (946M). 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). PMBJX annual gain was more profitable for investors over the last year : 10.12 vs. IAXIX (9.58). PMBJX return over 5 years is better than : 53.13 vs. IAXIX (-1.37).
IAXIXPMBJXIAXIX / PMBJX
Total Expense Ratio0.800.78103%
Annual Report Gross Expense Ratio0.860.78110%
Fund Existence24 years24 years-
Gain YTD6.0371.960308%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets946M30.6B3%
Annual Yield % from dividends0.000.06-
Returns for 1 year9.5810.1295%
Returns for 3 years16.9948.9635%
Returns for 5 years-1.3753.13-3%
Returns for 10 years-5.9788.94-7%
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