IBGIX
Price
$25.69
Change
-$0.00 (-0.00%)
Updated
Jun 5 closing price
Net Assets
385.41M
PMBMX
Price
$41.99
Change
+$0.02 (+0.05%)
Updated
Jun 5 closing price
Net Assets
30.93B
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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$25.69
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets385.41M
Principal MidCap R3
Price$41.99
Change+$0.02 (+0.05%)
VolumeN/A
Net Assets30.93B
IBGIX vs PMBMX Comparison Chart
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IBGIX vs. PMBMX commentary
Jun 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 PMBMX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 30.9B vs. IBGIX (385M). PMBMX pays higher dividends than IBGIX: PMBMX (0.02) vs IBGIX (0.00). IBGIX was incepted earlier than PMBMX: IBGIX (23 years) vs PMBMX (25 years). PMBMX (1.14) and IBGIX (1.12) have similar cost to investors . PMBMX is a more actively managed with annual turnover of: 10.50 vs. IBGIX (4.00). IBGIX (0) and PMBMX (0) have matching initial minimum investment requirements. PMBMX annual gain was more profitable for investors over the last year : 9.92 vs. IBGIX (-0.19). PMBMX return over 5 years is better than : 42.50 vs. IBGIX (6.11).
IBGIXPMBMXIBGIX / PMBMX
Total Expense Ratio1.001.1488%
Annual Report Gross Expense Ratio1.121.1498%
Fund Existence23 years25 years-
Gain YTD-3.9632.742-145%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets385M30.9B1%
Annual Yield % from dividends0.000.02-
Returns for 1 year-0.199.92-2%
Returns for 3 years-4.9933.40-15%
Returns for 5 years6.1142.5014%
Returns for 10 years-21.1586.24-25%
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