IBCGX
Price
$20.05
Change
+$0.13 (+0.65%)
Updated
Jun 6 closing price
Net Assets
385.41M
PMBMX
Price
$42.27
Change
+$0.28 (+0.67%)
Updated
Jun 6 closing price
Net Assets
30.93B
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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$20.05
Change+$0.13 (+0.65%)
VolumeN/A
Net Assets385.41M
Principal MidCap R3
Price$42.27
Change+$0.28 (+0.67%)
VolumeN/A
Net Assets30.93B
IBCGX vs PMBMX Comparison Chart
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IBCGX vs. PMBMX 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 PMBMX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 30.9B vs. IBCGX (385M). PMBMX pays higher dividends than IBCGX: PMBMX (0.02) vs IBCGX (0.00). IBCGX was incepted earlier than PMBMX: IBCGX (16 years) vs PMBMX (25 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 : 11.05 vs. IBCGX (-1.68). PMBMX return over 5 years is better than : 42.56 vs. IBCGX (-2.40).
IBCGXPMBMXIBCGX / PMBMX
Total Expense Ratio1.401.14123%
Annual Report Gross Expense Ratio1.521.14133%
Fund Existence16 years25 years-
Gain YTD-4.1392.791-148%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets385M30.9B1%
Annual Yield % from dividends0.000.02-
Returns for 1 year-1.6811.05-15%
Returns for 3 years-11.2332.49-35%
Returns for 5 years-2.4042.56-6%
Returns for 10 years-35.1986.33-41%
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