IBSAX
Price
$19.77
Change
-$0.29 (-1.45%)
Updated
Feb 21 closing price
Net Assets
416.01M
PMBJX
Price
$41.58
Change
-$0.71 (-1.68%)
Updated
Feb 21 closing price
Net Assets
29.57B
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IBSAX vs PMBJX

Header iconIBSAX vs PMBJX Comparison
Open Charts IBSAX vs PMBJXBanner chart's image
VY® Baron Growth A
Price$19.77
Change-$0.29 (-1.45%)
VolumeN/A
Net Assets416.01M
Principal MidCap J
Price$41.58
Change-$0.71 (-1.68%)
VolumeN/A
Net Assets29.57B
IBSAX vs PMBJX Comparison Chart
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IBSAX vs. PMBJX 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 IBSAX is a Hold and PMBJX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 29.6B vs. IBSAX (416M). IBSAX (0.00) and PMBJX (0.00) have matching dividends . IBSAX was incepted earlier than PMBJX: IBSAX (23 years) vs PMBJX (24 years). PMBJX is a more actively managed with annual turnover of: 10.10 vs. IBSAX (1.00). IBSAX has a lower initial minimum investment than PMBJX: IBSAX (0) vs PMBJX (1000). PMBJX annual gain was more profitable for investors over the last year : 12.32 vs. IBSAX (-5.45). PMBJX return over 5 years is better than : 34.04 vs. IBSAX (-7.83).
IBSAXPMBJXIBSAX / PMBJX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence23 years24 years-
Gain YTD-1.7881.887-95%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets416M29.6B1%
Annual Yield % from dividends0.000.00-
Returns for 1 year-5.4512.32-44%
Returns for 3 years-17.8327.43-65%
Returns for 5 years-7.8334.04-23%
Returns for 10 years-36.7988.55-42%
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