IBGIX
Price
$25.68
Change
+$0.27 (+1.06%)
Updated
Apr 2 closing price
Net Assets
392.62M
PMBPX
Price
$43.91
Change
+$0.40 (+0.92%)
Updated
Apr 2 closing price
Net Assets
29.49B
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IBGIX vs PMBPX

Header iconIBGIX vs PMBPX Comparison
Open Charts IBGIX vs PMBPXBanner chart's image
VY® Baron Growth I
Price$25.68
Change+$0.27 (+1.06%)
VolumeN/A
Net Assets392.62M
Principal MidCap R5
Price$43.91
Change+$0.40 (+0.92%)
VolumeN/A
Net Assets29.49B
IBGIX vs PMBPX Comparison Chart
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IBGIX vs. PMBPX 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 PMBPX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 29.5B vs. IBGIX (393M). PMBPX pays higher dividends than IBGIX: PMBPX (0.01) vs IBGIX (0.00). IBGIX was incepted earlier than PMBPX: IBGIX (23 years) vs PMBPX (24 years). IBGIX (1.12) is less costly to investors than PMBPX (0.84). PMBPX is a more actively managed with annual turnover of: 10.50 vs. IBGIX (1.00). IBGIX (0) and PMBPX (0) have matching initial minimum investment requirements. PMBPX annual gain was more profitable for investors over the last year : 6.97 vs. IBGIX (-6.85). PMBPX return over 5 years is better than : 101.36 vs. IBGIX (51.07).
IBGIXPMBPXIBGIX / PMBPX
Total Expense Ratio1.000.84119%
Annual Report Gross Expense Ratio1.120.84133%
Fund Existence23 years24 years-
Gain YTD-5.0090.115-4,354%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets393M29.5B1%
Annual Yield % from dividends0.000.01-
Returns for 1 year-6.856.97-98%
Returns for 3 years-17.5019.54-90%
Returns for 5 years51.07101.3650%
Returns for 10 years-24.0888.35-27%
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