IBSAX
Price
$19.77
Change
-$0.29 (-1.45%)
Updated
Feb 21 closing price
Net Assets
416.01M
PMBPX
Price
$44.27
Change
-$0.76 (-1.69%)
Updated
Feb 21 closing price
Net Assets
29.57B
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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$19.77
Change-$0.29 (-1.45%)
VolumeN/A
Net Assets416.01M
Principal MidCap R5
Price$44.27
Change-$0.76 (-1.69%)
VolumeN/A
Net Assets29.57B
IBSAX vs PMBPX Comparison Chart
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IBSAX vs. PMBPX 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 PMBPX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 29.6B vs. IBSAX (416M). IBSAX (0.00) and PMBPX (0.00) have matching dividends . IBSAX was incepted earlier than PMBPX: IBSAX (23 years) vs PMBPX (24 years). PMBPX is a more actively managed with annual turnover of: 10.10 vs. IBSAX (1.00). IBSAX (0) and PMBPX (0) have matching initial minimum investment requirements. PMBPX annual gain was more profitable for investors over the last year : 12.43 vs. IBSAX (-5.45). PMBPX return over 5 years is better than : 35.10 vs. IBSAX (-7.83).
IBSAXPMBPXIBSAX / PMBPX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence23 years24 years-
Gain YTD-1.7881.864-96%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets416M29.6B1%
Annual Yield % from dividends0.000.00-
Returns for 1 year-5.4512.43-44%
Returns for 3 years-17.8327.85-64%
Returns for 5 years-7.8335.10-22%
Returns for 10 years-36.7992.30-40%
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