IAXTX
Price
$8.11
Change
+$0.04 (+0.50%)
Updated
Dec 3 closing price
Net Assets
937.01M
PMBJX
Price
$41.70
Change
+$0.33 (+0.80%)
Updated
Dec 3 closing price
Net Assets
31.57B
Interact to see
Advertisement

IAXTX vs PMBJX

Header iconIAXTX vs PMBJX Comparison
Open Charts IAXTX vs PMBJXBanner chart's image
VY® T. Rowe Price Divers Mid Cap Gr S2
Price$8.11
Change+$0.04 (+0.50%)
VolumeN/A
Net Assets937.01M
Principal MidCap J
Price$41.70
Change+$0.33 (+0.80%)
VolumeN/A
Net Assets31.57B
IAXTX vs PMBJX Comparison Chart in %
View a ticker or compare two or three
VS
IAXTX vs. PMBJX commentary
Dec 04, 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 IAXTX is a Buy and PMBJX is a Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 31.6B vs. IAXTX (937M). PMBJX pays higher dividends than IAXTX: PMBJX (0.06) vs IAXTX (0.00). IAXTX was incepted earlier than PMBJX: IAXTX (17 years) vs PMBJX (25 years). IAXTX (1.26) is less costly to investors than PMBJX (0.78). IAXTX is a more actively managed with annual turnover of: 45.00 vs. PMBJX (10.50). IAXTX has a lower initial minimum investment than PMBJX: IAXTX (0) vs PMBJX (1000). PMBJX annual gain was more profitable for investors over the last year : -8.04 vs. IAXTX (-13.38). PMBJX return over 5 years is better than : 26.06 vs. IAXTX (-35.69).
IAXTXPMBJXIAXTX / PMBJX
Total Expense Ratio1.200.78154%
Annual Report Gross Expense Ratio1.260.78162%
Fund Existence17 years25 years-
Gain YTD-7.5431.813-416%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets937M31.6B3%
Annual Yield % from dividends0.000.06-
Returns for 1 year-13.38-8.04166%
Returns for 3 years10.9731.6535%
Returns for 5 years-35.6926.06-137%
Returns for 10 years-19.3693.01-21%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
NCEW3.610.14
+4.03%
New Century Logistics (BVI) Ltd.
USGO9.770.09
+0.93%
US GoldMining
GCMG10.820.01
+0.09%
GCM Grosvenor
PODD308.91-1.92
-0.62%
Insulet Corp
USAC24.62-0.65
-2.57%
USA Compression Partners LP