IAXSX
Price
$10.01
Change
+$0.08 (+0.81%)
Updated
Sep 26 closing price
Net Assets
973.34M
PMBJX
Price
$43.04
Change
+$0.32 (+0.75%)
Updated
Sep 26 closing price
Net Assets
33.04B
Interact to see
Advertisement

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$10.01
Change+$0.08 (+0.81%)
VolumeN/A
Net Assets973.34M
Principal MidCap J
Price$43.04
Change+$0.32 (+0.75%)
VolumeN/A
Net Assets33.04B
IAXSX vs PMBJX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
IAXSX vs. PMBJX commentary
Sep 29, 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 Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 33B vs. IAXSX (973M). 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 : 4.93 vs. PMBJX (2.42). PMBJX return over 5 years is better than : 47.54 vs. IAXSX (-14.88).
IAXSXPMBJXIAXSX / PMBJX
Total Expense Ratio1.050.78135%
Annual Report Gross Expense Ratio1.110.78142%
Fund Existence24 years25 years-
Gain YTD-2.4375.464-45%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets973M33B3%
Annual Yield % from dividends0.000.06-
Returns for 1 year4.932.42204%
Returns for 3 years35.4555.7064%
Returns for 5 years-14.8847.54-31%
Returns for 10 years4.51118.804%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
ETHV59.021.76
+3.07%
VanEck Ethereum ETF
DUSL73.431.99
+2.78%
Direxion Dly Industrials Bull 3X ShsETF
XLI152.581.36
+0.90%
The Industrial Select Sector SPDR® ETF
JHMD39.730.33
+0.83%
JHancock Multifactor Developed Intl ETF
MIO11.39N/A
N/A
Pioneer Municipal High Income Opportunities Fund