IYMIX
Price
$30.52
Change
+$0.44 (+1.46%)
Updated
Jul 3 closing price
Net Assets
5.02B
PMBJX
Price
$43.69
Change
+$0.45 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
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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$30.52
Change+$0.44 (+1.46%)
VolumeN/A
Net Assets5.02B
Principal MidCap J
Price$43.69
Change+$0.45 (+1.04%)
VolumeN/A
Net Assets32.28B
IYMIX vs PMBJX Comparison Chart in %
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IYMIX vs. PMBJX commentary
Jul 07, 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: 32.3B vs. IYMIX (5.02B). 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: 27.00 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 : 15.26 vs. IYMIX (-0.16). PMBJX return over 5 years is better than : 58.39 vs. IYMIX (-9.78).
IYMIXPMBJXIYMIX / PMBJX
Total Expense Ratio0.790.78101%
Annual Report Gross Expense Ratio0.980.78126%
Fund Existence18 years24 years-
Gain YTD4.0227.05757%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets5.02B32.3B16%
Annual Yield % from dividends0.000.06-
Returns for 1 year-0.1615.26-1%
Returns for 3 years6.4951.7913%
Returns for 5 years-9.7858.39-17%
Returns for 10 years24.62100.4625%
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