IBSSX
Price
$17.34
Change
-$0.54 (-3.02%)
Updated
Aug 5 closing price
Net Assets
277.99M
PEMGX
Price
$45.10
Change
-$0.70 (-1.53%)
Updated
Aug 5 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$17.34
Change-$0.54 (-3.02%)
VolumeN/A
Net Assets277.99M
Principal MidCap A
Price$45.10
Change-$0.70 (-1.53%)
VolumeN/A
Net Assets32.88B
IBSSX vs PEMGX Comparison Chart in %
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IBSSX vs. PEMGX commentary
Aug 06, 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 Hold and PEMGX is a Buy.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 32.9B vs. IBSSX (278M). 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 : 15.69 vs. IBSSX (-18.43). PEMGX return over 5 years is better than : 47.69 vs. IBSSX (-24.28).
IBSSXPEMGXIBSSX / PEMGX
Total Expense Ratio1.250.91137%
Annual Report Gross Expense Ratio1.370.91151%
Fund Existence23 years20 years-
Gain YTD-23.8347.461-319%
Front LoadN/A6%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets278M32.9B1%
Annual Yield % from dividends0.000.00-
Returns for 1 year-18.4315.69-117%
Returns for 3 years-19.9238.03-52%
Returns for 5 years-24.2847.69-51%
Returns for 10 years-38.8299.60-39%
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