IBGIX
Price
$26.29
Change
-$0.38 (-1.42%)
Updated
Feb 21 closing price
Net Assets
416.01M
PMBMX
Price
$41.59
Change
-$0.71 (-1.68%)
Updated
Feb 21 closing price
Net Assets
29.57B
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IBGIX vs PMBMX

Header iconIBGIX vs PMBMX Comparison
Open Charts IBGIX vs PMBMXBanner chart's image
VY® Baron Growth I
Price$26.29
Change-$0.38 (-1.42%)
VolumeN/A
Net Assets416.01M
Principal MidCap R3
Price$41.59
Change-$0.71 (-1.68%)
VolumeN/A
Net Assets29.57B
IBGIX vs PMBMX Comparison Chart
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IBGIX vs. PMBMX commentary
Feb 23, 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 Hold and PMBMX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 29.6B vs. IBGIX (416M). IBGIX (0.00) and PMBMX (0.00) have matching dividends . IBGIX was incepted earlier than PMBMX: IBGIX (23 years) vs PMBMX (24 years). PMBMX is a more actively managed with annual turnover of: 10.10 vs. IBGIX (1.00). IBGIX (0) and PMBMX (0) have matching initial minimum investment requirements. PMBMX annual gain was more profitable for investors over the last year : 11.86 vs. IBGIX (-3.70). PMBMX return over 5 years is better than : 31.77 vs. IBGIX (1.55).
IBGIXPMBMXIBGIX / PMBMX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence23 years24 years-
Gain YTD-1.7201.812-95%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets416M29.6B1%
Annual Yield % from dividends0.000.00-
Returns for 1 year-3.7011.86-31%
Returns for 3 years-11.7826.06-45%
Returns for 5 years1.5531.775%
Returns for 10 years-20.4283.18-25%
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