IAXSX
Price
$10.87
Change
-$0.11 (-1.00%)
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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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$10.87
Change-$0.11 (-1.00%)
VolumeN/A
Net Assets946.43M
Principal MidCap J
Price$41.61
Change-$0.64 (-1.51%)
VolumeN/A
Net Assets30.56B
IAXSX vs PMBJX Comparison Chart
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IAXSX vs. PMBJX commentary
Jun 15, 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 StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 30.6B vs. IAXSX (946M). PMBJX pays higher dividends than IAXSX: PMBJX (0.06) vs IAXSX (0.00). IAXSX was incepted earlier than PMBJX: IAXSX (24 years) vs PMBJX (24 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). PMBJX annual gain was more profitable for investors over the last year : 10.12 vs. IAXSX (7.94). PMBJX return over 5 years is better than : 53.13 vs. IAXSX (-7.16).
IAXSXPMBJXIAXSX / PMBJX
Total Expense Ratio1.050.78135%
Annual Report Gross Expense Ratio1.110.78142%
Fund Existence24 years24 years-
Gain YTD5.9451.960303%
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 year7.9410.1279%
Returns for 3 years12.1848.9625%
Returns for 5 years-7.1653.13-13%
Returns for 10 years-14.2288.94-16%
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