IBCGX
Price
$20.30
Change
+$0.14 (+0.69%)
Updated
Jul 3 closing price
Net Assets
375.74M
PMBMX
Price
$43.65
Change
+$0.45 (+1.04%)
Updated
Jul 3 closing price
Net Assets
31.76B
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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$20.30
Change+$0.14 (+0.69%)
VolumeN/A
Net Assets375.74M
Principal MidCap R3
Price$43.65
Change+$0.45 (+1.04%)
VolumeN/A
Net Assets31.76B
IBCGX vs PMBMX Comparison Chart in %
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IBCGX vs. PMBMX commentary
Jul 04, 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 StrongBuy and PMBMX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 31.8B vs. IBCGX (376M). 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 : 13.62 vs. IBCGX (0.10). PMBMX return over 5 years is better than : 54.10 vs. IBCGX (1.15).
IBCGXPMBMXIBCGX / PMBMX
Total Expense Ratio1.401.14123%
Annual Report Gross Expense Ratio1.521.14133%
Fund Existence16 years25 years-
Gain YTD-2.9845.753-52%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets376M31.8B1%
Annual Yield % from dividends0.000.02-
Returns for 1 year0.1013.621%
Returns for 3 years-3.2648.64-7%
Returns for 5 years1.1554.102%
Returns for 10 years-35.2792.73-38%
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