IBCGX
Price
$18.54
Change
+$0.33 (+1.81%)
Updated
Apr 11 closing price
Net Assets
358.99M
PMBMX
Price
$38.96
Change
+$0.67 (+1.75%)
Updated
Apr 11 closing price
Net Assets
27.72B
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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$18.54
Change+$0.33 (+1.81%)
VolumeN/A
Net Assets358.99M
Principal MidCap R3
Price$38.96
Change+$0.67 (+1.75%)
VolumeN/A
Net Assets27.72B
IBCGX vs PMBMX Comparison Chart
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IBCGX vs. PMBMX commentary
Apr 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 Hold and PMBMX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 27.7B vs. IBCGX (359M). 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 (1.15). PMBMX is a more actively managed with annual turnover of: 10.50 vs. IBCGX (1.00). IBCGX (0) and PMBMX (0) have matching initial minimum investment requirements. PMBMX annual gain was more profitable for investors over the last year : 1.11 vs. IBCGX (-14.75). PMBMX return over 5 years is better than : 56.64 vs. IBCGX (8.46).
IBCGXPMBMXIBCGX / PMBMX
Total Expense Ratio1.401.15122%
Annual Report Gross Expense Ratio1.521.15132%
Fund Existence16 years24 years-
Gain YTD-12.368-6.267197%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets359M27.7B1%
Annual Yield % from dividends0.000.02-
Returns for 1 year-14.751.11-1,334%
Returns for 3 years-24.3114.53-167%
Returns for 5 years8.4656.6415%
Returns for 10 years-42.5767.17-63%
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