IBSAX
Price
$18.16
Change
-$0.20 (-1.09%)
Updated
Apr 30 closing price
Net Assets
372.22M
PMBPX
Price
$43.03
Change
+$0.18 (+0.42%)
Updated
Apr 30 closing price
Net Assets
29.42B
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IBSAX vs PMBPX

Header iconIBSAX vs PMBPX Comparison
Open Charts IBSAX vs PMBPXBanner chart's image
VY® Baron Growth A
Price$18.16
Change-$0.20 (-1.09%)
VolumeN/A
Net Assets372.22M
Principal MidCap R5
Price$43.03
Change+$0.18 (+0.42%)
VolumeN/A
Net Assets29.42B
IBSAX vs PMBPX Comparison Chart
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IBSAX vs. PMBPX commentary
May 02, 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 PMBPX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 29.4B vs. IBSAX (372M). PMBPX pays higher dividends than IBSAX: PMBPX (0.01) vs IBSAX (0.00). IBSAX was incepted earlier than PMBPX: IBSAX (23 years) vs PMBPX (24 years). IBSAX (1.62) is less costly to investors than PMBPX (0.83). PMBPX is a more actively managed with annual turnover of: 10.50 vs. IBSAX (4.00). IBSAX (0) and PMBPX (0) have matching initial minimum investment requirements. PMBPX annual gain was more profitable for investors over the last year : 10.33 vs. IBSAX (-4.87). PMBPX return over 5 years is better than : 67.99 vs. IBSAX (9.81).
IBSAXPMBPXIBSAX / PMBPX
Total Expense Ratio1.500.83181%
Annual Report Gross Expense Ratio1.620.83195%
Fund Existence23 years24 years-
Gain YTD-8.793-1.404626%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets372M29.4B1%
Annual Yield % from dividends0.000.01-
Returns for 1 year-4.8710.33-47%
Returns for 3 years-17.8529.54-60%
Returns for 5 years9.8167.9914%
Returns for 10 years-40.8886.05-48%
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