IBGIX
Price
$24.57
Change
-$1.11 (-4.32%)
Updated
Apr 3 closing price
Net Assets
394.8M
PMBJX
Price
$39.61
Change
-$1.63 (-3.95%)
Updated
Apr 3 closing price
Net Assets
29.76B
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IBGIX vs PMBJX

Header iconIBGIX vs PMBJX Comparison
Open Charts IBGIX vs PMBJXBanner chart's image
VY® Baron Growth I
Price$24.57
Change-$1.11 (-4.32%)
VolumeN/A
Net Assets394.8M
Principal MidCap J
Price$39.61
Change-$1.63 (-3.95%)
VolumeN/A
Net Assets29.76B
IBGIX vs PMBJX Comparison Chart
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IBGIX vs. PMBJX commentary
Apr 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 IBGIX is a Buy and PMBJX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 29.8B vs. IBGIX (395M). PMBJX pays higher dividends than IBGIX: PMBJX (0.06) vs IBGIX (0.00). IBGIX was incepted earlier than PMBJX: IBGIX (23 years) vs PMBJX (24 years). IBGIX (1.12) is less costly to investors than PMBJX (0.82). PMBJX is a more actively managed with annual turnover of: 10.50 vs. IBGIX (1.00). IBGIX has a lower initial minimum investment than PMBJX: IBGIX (0) vs PMBJX (1000). PMBJX annual gain was more profitable for investors over the last year : 7.38 vs. IBGIX (-5.93). PMBJX return over 5 years is better than : 101.69 vs. IBGIX (52.68).
IBGIXPMBJXIBGIX / PMBJX
Total Expense Ratio1.000.82122%
Annual Report Gross Expense Ratio1.120.82137%
Fund Existence23 years24 years-
Gain YTD-4.0001.054-380%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets395M29.8B1%
Annual Yield % from dividends0.000.06-
Returns for 1 year-5.937.38-80%
Returns for 3 years-16.8119.16-88%
Returns for 5 years52.68101.6952%
Returns for 10 years-23.6185.58-28%
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