IBCGX
Price
$18.54
Change
+$0.33 (+1.81%)
Updated
Apr 11 closing price
Net Assets
358.99M
PEMGX
Price
$40.68
Change
+$0.70 (+1.75%)
Updated
Apr 11 closing price
Net Assets
27.72B
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IBCGX vs PEMGX

Header iconIBCGX vs PEMGX Comparison
Open Charts IBCGX vs PEMGXBanner chart's image
VY® Baron Growth S2
Price$18.54
Change+$0.33 (+1.81%)
VolumeN/A
Net Assets358.99M
Principal MidCap A
Price$40.68
Change+$0.70 (+1.75%)
VolumeN/A
Net Assets27.72B
IBCGX vs PEMGX Comparison Chart
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IBCGX vs. PEMGX commentary
Apr 12, 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 IBCGX is a Hold and PEMGX is a Buy.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 27.7B vs. IBCGX (359M). IBCGX (0.00) and PEMGX (0.00) have matching dividends . IBCGX was incepted earlier than PEMGX: IBCGX (16 years) vs PEMGX (20 years). IBCGX (1.52) is less costly to investors than PEMGX (0.95). PEMGX is a more actively managed with annual turnover of: 10.50 vs. IBCGX (1.00). IBCGX has a lower initial minimum investment than PEMGX: IBCGX (0) vs PEMGX (1000). PEMGX annual gain was more profitable for investors over the last year : 1.47 vs. IBCGX (-14.75). PEMGX return over 5 years is better than : 59.35 vs. IBCGX (8.46).
IBCGXPEMGXIBCGX / PEMGX
Total Expense Ratio1.400.95147%
Annual Report Gross Expense Ratio1.520.95160%
Fund Existence16 years20 years-
Gain YTD-12.368-6.194200%
Front LoadN/A6%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets359M27.7B1%
Annual Yield % from dividends0.000.00-
Returns for 1 year-14.751.47-1,002%
Returns for 3 years-24.3115.68-155%
Returns for 5 years8.4659.3514%
Returns for 10 years-42.5772.59-59%
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