IBSAX
Price
$18.06
Change
+$0.04 (+0.22%)
Updated
Apr 17 closing price
Net Assets
366.04M
PMAQX
Price
$42.67
Change
+$0.16 (+0.38%)
Updated
Apr 17 closing price
Net Assets
28.23B
Ad is loading...

IBSAX vs PMAQX

Header iconIBSAX vs PMAQX Comparison
Open Charts IBSAX vs PMAQXBanner chart's image
VY® Baron Growth A
Price$18.06
Change+$0.04 (+0.22%)
VolumeN/A
Net Assets366.04M
Principal MidCap R6
Price$42.67
Change+$0.16 (+0.38%)
VolumeN/A
Net Assets28.23B
IBSAX vs PMAQX Comparison Chart
Loading...
View a ticker or compare two or three
VS
IBSAX vs. PMAQX commentary
Apr 18, 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 IBSAX is a Buy and PMAQX is a Buy.

Ad is loading...
FUNDAMENTALS
Fundamentals
PMAQX has more cash in the bank: 28.2B vs. IBSAX (366M). PMAQX pays higher dividends than IBSAX: PMAQX (0.20) vs IBSAX (0.00). IBSAX was incepted earlier than PMAQX: IBSAX (23 years) vs PMAQX (8 years). IBSAX (1.62) is less costly to investors than PMAQX (0.60). PMAQX is a more actively managed with annual turnover of: 10.50 vs. IBSAX (1.00). IBSAX (0) and PMAQX (0) have matching initial minimum investment requirements. PMAQX annual gain was more profitable for investors over the last year : 7.05 vs. IBSAX (-9.22). PMAQX return over 5 years is better than : 63.57 vs. IBSAX (8.36).
IBSAXPMAQXIBSAX / PMAQX
Total Expense Ratio1.500.60250%
Annual Report Gross Expense Ratio1.620.60270%
Fund Existence23 years8 years-
Gain YTD-10.482-4.750221%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets366M28.2B1%
Annual Yield % from dividends0.000.20-
Returns for 1 year-9.227.05-131%
Returns for 3 years-23.7119.48-122%
Returns for 5 years8.3663.5713%
Returns for 10 years-43.11N/A-
View a ticker or compare two or three
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
RYEIX218.94N/A
N/A
Rydex Energy Inv
IRGTX9.72N/A
N/A
VY® CBRE Global Real Estate S
DQICX27.13N/A
N/A
BNY Mellon Equity Income Fund C
TIEHX13.91N/A
N/A
Nuveen International Eq I
FCUIX17.79-0.14
-0.78%
NYLI PineStone U.S. Equity Class I