IAXTX
Price
$8.19
Change
-$0.01 (-0.12%)
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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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$8.19
Change-$0.01 (-0.12%)
VolumeN/A
Net Assets942.6M
Principal MidCap J
Price$39.62
Change+$0.02 (+0.05%)
VolumeN/A
Net Assets31.17B
IAXTX vs PMBJX Comparison Chart in %
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IAXTX vs. PMBJX commentary
Dec 27, 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 Hold and PMBJX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 31.2B vs. IAXTX (943M). 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 : -4.84 vs. IAXTX (-9.20). PMBJX return over 5 years is better than : 19.01 vs. IAXTX (-39.20).
IAXTXPMBJXIAXTX / PMBJX
Total Expense Ratio1.200.78154%
Annual Report Gross Expense Ratio1.260.78162%
Fund Existence17 years25 years-
Gain YTD-6.400-2.916219%
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-9.20-4.84190%
Returns for 3 years20.4438.4253%
Returns for 5 years-39.2019.01-206%
Returns for 10 years-17.5599.70-18%
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