IAXSX
Price
$9.89
Change
-$0.02 (-0.20%)
Updated
Dec 26 closing price
Net Assets
942.6M
PMBJX
Price
$39.62
Change
+$0.02 (+0.05%)
Updated
Dec 26 closing price
Net Assets
31.17B
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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$9.89
Change-$0.02 (-0.20%)
VolumeN/A
Net Assets942.6M
Principal MidCap J
Price$39.62
Change+$0.02 (+0.05%)
VolumeN/A
Net Assets31.17B
IAXSX vs PMBJX Comparison Chart in %
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IAXSX vs. PMBJX commentary
Dec 28, 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 Hold and PMBJX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 31.2B vs. IAXSX (943M). 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). PMBJX annual gain was more profitable for investors over the last year : -4.84 vs. IAXSX (-6.52). PMBJX return over 5 years is better than : 19.01 vs. IAXSX (-32.31).
IAXSXPMBJXIAXSX / PMBJX
Total Expense Ratio1.050.78135%
Annual Report Gross Expense Ratio1.110.78142%
Fund Existence24 years25 years-
Gain YTD-3.606-2.916124%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets943M31.2B3%
Annual Yield % from dividends0.000.06-
Returns for 1 year-6.52-4.84135%
Returns for 3 years26.9638.4270%
Returns for 5 years-32.3119.01-170%
Returns for 10 years-4.5599.70-5%
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