IBCGX
Price
$19.38
Change
-$0.03 (-0.15%)
Updated
May 9 closing price
Net Assets
378.91M
PMBJX
Price
$41.50
Change
-$0.08 (-0.19%)
Updated
May 9 closing price
Net Assets
30.38B
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IBCGX vs PMBJX

Header iconIBCGX vs PMBJX Comparison
Open Charts IBCGX vs PMBJXBanner chart's image
VY® Baron Growth S2
Price$19.38
Change-$0.03 (-0.15%)
VolumeN/A
Net Assets378.91M
Principal MidCap J
Price$41.50
Change-$0.08 (-0.19%)
VolumeN/A
Net Assets30.38B
IBCGX vs PMBJX Comparison Chart
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IBCGX vs. PMBJX commentary
May 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 Buy and PMBJX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 30.4B vs. IBCGX (379M). PMBJX pays higher dividends than IBCGX: PMBJX (0.06) vs IBCGX (0.00). IBCGX was incepted earlier than PMBJX: IBCGX (16 years) vs PMBJX (24 years). IBCGX (1.52) is less costly to investors than PMBJX (0.78). PMBJX is a more actively managed with annual turnover of: 10.50 vs. IBCGX (4.00). 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 : 8.48 vs. IBCGX (-6.06). PMBJX return over 5 years is better than : 64.46 vs. IBCGX (7.37).
IBCGXPMBJXIBCGX / PMBJX
Total Expense Ratio1.400.78179%
Annual Report Gross Expense Ratio1.520.78195%
Fund Existence16 years24 years-
Gain YTD-6.7371.691-398%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets379M30.4B1%
Annual Yield % from dividends0.000.06-
Returns for 1 year-6.068.48-71%
Returns for 3 years-7.1841.10-17%
Returns for 5 years7.3764.4611%
Returns for 10 years-37.1989.21-42%
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