IAXSX
Price
$9.48
Change
-$0.12 (-1.25%)
Updated
Feb 4 closing price
Net Assets
910.77M
PMBJX
Price
$38.19
Change
+$0.39 (+1.03%)
Updated
Feb 4 closing price
Net Assets
29.77B
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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$9.48
Change-$0.12 (-1.25%)
VolumeN/A
Net Assets910.77M
Principal MidCap J
Price$38.19
Change+$0.39 (+1.03%)
VolumeN/A
Net Assets29.77B
IAXSX vs PMBJX Comparison Chart in %
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IAXSX vs. PMBJX commentary
Feb 05, 2026

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 Hold and PMBJX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 29.8B vs. IAXSX (911M). IAXSX (0.00) and PMBJX (0.00) have matching dividends . 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 (13.70). IAXSX has a lower initial minimum investment than PMBJX: IAXSX (0) vs PMBJX (1000). PMBJX (-11.50) and IAXSX (-12.01) have marching annual gain over last year. PMBJX return over 5 years is better than : 11.44 vs. IAXSX (-36.51).
IAXSXPMBJXIAXSX / PMBJX
Total Expense Ratio1.050.78135%
Annual Report Gross Expense Ratio1.110.78142%
Fund Existence24 years25 years-
Gain YTD-0.826-2.95328%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets911M29.8B3%
Annual Yield % from dividends0.000.00-
Returns for 1 year-12.01-11.50104%
Returns for 3 years12.2820.2661%
Returns for 5 years-36.5111.44-319%
Returns for 10 years7.10114.816%
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