IBCGX
Price
$20.26
Change
-$0.20 (-0.98%)
Updated
Mar 3 closing price
Net Assets
415.41M
PMBJX
Price
$41.95
Change
-$0.46 (-1.08%)
Updated
Mar 3 closing price
Net Assets
30.22B
Ad is loading...

IBCGX vs PMBJX

Header iconIBCGX vs PMBJX Comparison
Open Charts IBCGX vs PMBJXBanner chart's image
VY® Baron Growth S2
Price$20.26
Change-$0.20 (-0.98%)
VolumeN/A
Net Assets415.41M
Principal MidCap J
Price$41.95
Change-$0.46 (-1.08%)
VolumeN/A
Net Assets30.22B
IBCGX vs PMBJX Comparison Chart
Loading...
View a ticker or compare two or three
VS
IBCGX vs. PMBJX commentary
Mar 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 IBCGX is a StrongBuy and PMBJX is a Hold.

Ad is loading...
FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 30.2B vs. IBCGX (415M). IBCGX (0.00) and PMBJX (0.00) have matching dividends . IBCGX was incepted earlier than PMBJX: IBCGX (16 years) vs PMBJX (24 years). PMBJX is a more actively managed with annual turnover of: 10.10 vs. IBCGX (1.00). IBCGX has a lower initial minimum investment than PMBJX: IBCGX (0) vs PMBJX (1000). PMBJX annual gain was more profitable for investors over the last year : 12.17 vs. IBCGX (-5.89). PMBJX return over 5 years is better than : 45.68 vs. IBCGX (2.40).
IBCGXPMBJXIBCGX / PMBJX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence16 years24 years-
Gain YTD-1.5403.921-39%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets415M30.2B1%
Annual Yield % from dividends0.000.00-
Returns for 1 year-5.8912.17-48%
Returns for 3 years-15.9130.21-53%
Returns for 5 years2.4045.685%
Returns for 10 years-33.6594.85-35%
View a ticker or compare two or three
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
AWSIX16.28N/A
N/A
Invesco Global Core Equity R5
TVRIX17.60N/A
N/A
NAA Allocation Fund Institutional
BDFIX33.65N/A
N/A
Baron Discovery Institutional
RIERX11.93N/A
N/A
RBC International Equity R6
DCCRX26.86-0.67
-2.43%
Macquarie Small Cap Core R