IBGIX
Price
$20.08
Change
+$0.09 (+0.45%)
Updated
Oct 3 closing price
Net Assets
327.33M
PEMGX
Price
$45.03
Change
+$0.32 (+0.72%)
Updated
Oct 3 closing price
Net Assets
33.17B
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IBGIX vs PEMGX

Header iconIBGIX vs PEMGX Comparison
Open Charts IBGIX vs PEMGXBanner chart's image
VY® Baron Growth I
Price$20.08
Change+$0.09 (+0.45%)
VolumeN/A
Net Assets327.33M
Principal MidCap A
Price$45.03
Change+$0.32 (+0.72%)
VolumeN/A
Net Assets33.17B
IBGIX vs PEMGX Comparison Chart in %
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IBGIX vs. PEMGX commentary
Oct 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 IBGIX is a Buy and PEMGX is a Buy.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 33.2B vs. IBGIX (327M). IBGIX pays higher dividends than PEMGX: IBGIX (0.52) vs PEMGX (0.00). IBGIX was incepted earlier than PEMGX: IBGIX (23 years) vs PEMGX (20 years). IBGIX (1.12) is less costly to investors than PEMGX (0.91). PEMGX is a more actively managed with annual turnover of: 10.50 vs. IBGIX (4.00). IBGIX has a lower initial minimum investment than PEMGX: IBGIX (0) vs PEMGX (1000). PEMGX annual gain was more profitable for investors over the last year : 3.71 vs. IBGIX (-25.80). PEMGX return over 5 years is better than : 44.37 vs. IBGIX (-22.62).
IBGIXPEMGXIBGIX / PEMGX
Total Expense Ratio1.000.91110%
Annual Report Gross Expense Ratio1.120.91123%
Fund Existence23 years20 years-
Gain YTD-24.5545.655-434%
Front LoadN/A6%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets327M33.2B1%
Annual Yield % from dividends0.520.00-
Returns for 1 year-25.803.71-696%
Returns for 3 years-13.8647.93-29%
Returns for 5 years-22.6244.37-51%
Returns for 10 years-28.12110.90-25%
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