IBGIX
Price
$24.99
Change
-$0.04 (-0.16%)
Updated
May 9 closing price
Net Assets
379.61M
PMBPX
Price
$44.19
Change
-$0.08 (-0.18%)
Updated
May 9 closing price
Net Assets
30.43B
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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$24.99
Change-$0.04 (-0.16%)
VolumeN/A
Net Assets379.61M
Principal MidCap R5
Price$44.19
Change-$0.08 (-0.18%)
VolumeN/A
Net Assets30.43B
IBGIX vs PMBPX Comparison Chart
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IBGIX vs. PMBPX commentary
May 10, 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: 30.4B vs. IBGIX (380M). 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 (0.83). PMBPX is a more actively managed with annual turnover of: 10.50 vs. IBGIX (4.00). IBGIX (0) and PMBPX (0) have matching initial minimum investment requirements. PMBPX annual gain was more profitable for investors over the last year : 8.81 vs. IBGIX (-4.32). PMBPX return over 5 years is better than : 66.07 vs. IBGIX (15.89).
IBGIXPMBPXIBGIX / PMBPX
Total Expense Ratio1.000.83120%
Annual Report Gross Expense Ratio1.120.83135%
Fund Existence23 years24 years-
Gain YTD-7.2901.864-391%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets380M30.4B1%
Annual Yield % from dividends0.000.01-
Returns for 1 year-4.328.81-49%
Returns for 3 years-1.1641.90-3%
Returns for 5 years15.8966.0724%
Returns for 10 years-24.0093.30-26%
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