IBCGX
Price
$19.38
Change
-$0.03 (-0.15%)
Updated
May 9 closing price
Net Assets
378.91M
PMBMX
Price
$41.49
Change
-$0.08 (-0.19%)
Updated
May 9 closing price
Net Assets
30.38B
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IBCGX vs PMBMX

Header iconIBCGX vs PMBMX Comparison
Open Charts IBCGX vs PMBMXBanner chart's image
VY® Baron Growth S2
Price$19.38
Change-$0.03 (-0.15%)
VolumeN/A
Net Assets378.91M
Principal MidCap R3
Price$41.49
Change-$0.08 (-0.19%)
VolumeN/A
Net Assets30.38B
IBCGX vs PMBMX Comparison Chart
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IBCGX vs. PMBMX 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 PMBMX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 30.4B vs. IBCGX (379M). PMBMX pays higher dividends than IBCGX: PMBMX (0.02) vs IBCGX (0.00). IBCGX was incepted earlier than PMBMX: IBCGX (16 years) vs PMBMX (24 years). IBCGX (1.52) is less costly to investors than PMBMX (1.14). PMBMX is a more actively managed with annual turnover of: 10.50 vs. IBCGX (4.00). IBCGX (0) and PMBMX (0) have matching initial minimum investment requirements. PMBMX annual gain was more profitable for investors over the last year : 8.07 vs. IBCGX (-6.06). PMBMX return over 5 years is better than : 61.73 vs. IBCGX (7.37).
IBCGXPMBMXIBCGX / PMBMX
Total Expense Ratio1.401.14123%
Annual Report Gross Expense Ratio1.521.14133%
Fund Existence16 years24 years-
Gain YTD-6.7371.567-430%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets379M30.4B1%
Annual Yield % from dividends0.000.02-
Returns for 1 year-6.068.07-75%
Returns for 3 years-7.1839.63-18%
Returns for 5 years7.3761.7312%
Returns for 10 years-37.1983.79-44%
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