IAXSX
Price
$9.92
Change
-$0.02 (-0.20%)
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
31.93B
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IAXSX vs PMBJX

Header iconIAXSX vs PMBJX Comparison
Open Charts IAXSX vs PMBJXBanner chart's image
VY® T. Rowe Price Divers Mid Cap Gr S
Price$9.92
Change-$0.02 (-0.20%)
VolumeN/A
Net Assets967.89M
Principal MidCap J
Price$41.75
Change+$0.20 (+0.48%)
VolumeN/A
Net Assets31.93B
IAXSX vs PMBJX Comparison Chart in %
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IAXSX vs. PMBJX commentary
Oct 20, 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 IAXSX is a Buy and PMBJX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 31.9B vs. IAXSX (968M). PMBJX pays higher dividends than IAXSX: PMBJX (0.06) vs IAXSX (0.00). IAXSX was incepted earlier than PMBJX: IAXSX (24 years) vs PMBJX (25 years). IAXSX (1.11) is less costly to investors than PMBJX (0.78). IAXSX is a more actively managed with annual turnover of: 45.00 vs. PMBJX (10.50). IAXSX has a lower initial minimum investment than PMBJX: IAXSX (0) vs PMBJX (1000). IAXSX annual gain was more profitable for investors over the last year : 0.40 vs. PMBJX (-3.03). PMBJX return over 5 years is better than : 34.98 vs. IAXSX (-22.80).
IAXSXPMBJXIAXSX / PMBJX
Total Expense Ratio1.050.78135%
Annual Report Gross Expense Ratio1.110.78142%
Fund Existence24 years25 years-
Gain YTD-3.3142.303-144%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets968M31.9B3%
Annual Yield % from dividends0.000.06-
Returns for 1 year0.40-3.03-13%
Returns for 3 years31.2248.6764%
Returns for 5 years-22.8034.98-65%
Returns for 10 years-2.6898.61-3%
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