IYMIX
Price
$31.45
Change
+$0.32 (+1.03%)
Updated
Jul 25 closing price
Net Assets
5.04B
PMBJX
Price
$44.34
Change
+$0.32 (+0.73%)
Updated
Jul 25 closing price
Net Assets
33.21B
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IYMIX vs PMBJX

Header iconIYMIX vs PMBJX Comparison
Open Charts IYMIX vs PMBJXBanner chart's image
Macquarie Mid Cap Growth I
Price$31.45
Change+$0.32 (+1.03%)
VolumeN/A
Net Assets5.04B
Principal MidCap J
Price$44.34
Change+$0.32 (+0.73%)
VolumeN/A
Net Assets33.21B
IYMIX vs PMBJX Comparison Chart in %
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IYMIX vs. PMBJX commentary
Jul 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 IYMIX is a StrongBuy and PMBJX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 33.2B vs. IYMIX (5.04B). PMBJX pays higher dividends than IYMIX: PMBJX (0.06) vs IYMIX (0.00). IYMIX was incepted earlier than PMBJX: IYMIX (18 years) vs PMBJX (24 years). IYMIX (0.98) is less costly to investors than PMBJX (0.78). IYMIX is a more actively managed with annual turnover of: 42.00 vs. PMBJX (10.50). IYMIX has a lower initial minimum investment than PMBJX: IYMIX (0) vs PMBJX (1000). PMBJX annual gain was more profitable for investors over the last year : 13.47 vs. IYMIX (3.86). PMBJX return over 5 years is better than : 55.02 vs. IYMIX (-11.58).
IYMIXPMBJXIYMIX / PMBJX
Total Expense Ratio0.790.78101%
Annual Report Gross Expense Ratio0.980.78126%
Fund Existence18 years24 years-
Gain YTD7.1928.65083%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets5.04B33.2B15%
Annual Yield % from dividends0.000.06-
Returns for 1 year3.8613.4729%
Returns for 3 years5.0148.8810%
Returns for 5 years-11.5855.02-21%
Returns for 10 years29.37103.2628%
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