IBCGX
Price
$20.05
Change
+$0.13 (+0.65%)
Updated
Jun 6 closing price
Net Assets
385.41M
PMBJX
Price
$42.29
Change
+$0.28 (+0.67%)
Updated
Jun 6 closing price
Net Assets
30.93B
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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$20.05
Change+$0.13 (+0.65%)
VolumeN/A
Net Assets385.41M
Principal MidCap J
Price$42.29
Change+$0.28 (+0.67%)
VolumeN/A
Net Assets30.93B
IBCGX vs PMBJX Comparison Chart
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IBCGX vs. PMBJX commentary
Jun 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 IBCGX is a Buy and PMBJX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 30.9B vs. IBCGX (385M). 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 : 11.47 vs. IBCGX (-1.68). PMBJX return over 5 years is better than : 44.95 vs. IBCGX (-2.40).
IBCGXPMBJXIBCGX / PMBJX
Total Expense Ratio1.400.78179%
Annual Report Gross Expense Ratio1.520.78195%
Fund Existence16 years24 years-
Gain YTD-4.1392.940-141%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets385M30.9B1%
Annual Yield % from dividends0.000.06-
Returns for 1 year-1.6811.47-15%
Returns for 3 years-11.2333.87-33%
Returns for 5 years-2.4044.95-5%
Returns for 10 years-35.1991.79-38%
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