IBSSX
Price
$17.47
Change
-$0.04 (-0.23%)
Updated
Aug 26 closing price
Net Assets
341.27M
PEMGX
Price
$45.80
Change
+$0.28 (+0.62%)
Updated
Aug 26 closing price
Net Assets
32.88B
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IBSSX vs PEMGX

Header iconIBSSX vs PEMGX Comparison
Open Charts IBSSX vs PEMGXBanner chart's image
VY® Baron Growth S
Price$17.47
Change-$0.04 (-0.23%)
VolumeN/A
Net Assets341.27M
Principal MidCap A
Price$45.80
Change+$0.28 (+0.62%)
VolumeN/A
Net Assets32.88B
IBSSX vs PEMGX Comparison Chart in %
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IBSSX vs. PEMGX commentary
Aug 28, 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 IBSSX is a Buy and PEMGX is a Buy.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 32.9B vs. IBSSX (341M). IBSSX (0.00) and PEMGX (0.00) have matching dividends . IBSSX was incepted earlier than PEMGX: IBSSX (23 years) vs PEMGX (20 years). IBSSX (1.37) is less costly to investors than PEMGX (0.91). PEMGX is a more actively managed with annual turnover of: 10.50 vs. IBSSX (4.00). IBSSX has a lower initial minimum investment than PEMGX: IBSSX (0) vs PEMGX (1000). PEMGX annual gain was more profitable for investors over the last year : 7.59 vs. IBSSX (-24.67). PEMGX return over 5 years is better than : 43.46 vs. IBSSX (-27.95).
IBSSXPEMGXIBSSX / PEMGX
Total Expense Ratio1.250.91137%
Annual Report Gross Expense Ratio1.370.91151%
Fund Existence23 years20 years-
Gain YTD-25.4106.804-373%
Front LoadN/A6%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets341M32.9B1%
Annual Yield % from dividends0.000.00-
Returns for 1 year-24.677.59-325%
Returns for 3 years-18.9040.67-46%
Returns for 5 years-27.9543.46-64%
Returns for 10 years-37.40106.27-35%
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