IBSSX
Price
$21.60
Change
-$0.98 (-4.34%)
Updated
Apr 3 closing price
Net Assets
394.8M
PMAQX
Price
$43.33
Change
-$1.79 (-3.97%)
Updated
Apr 3 closing price
Net Assets
29.76B
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IBSSX vs PMAQX

Header iconIBSSX vs PMAQX Comparison
Open Charts IBSSX vs PMAQXBanner chart's image
VY® Baron Growth S
Price$21.60
Change-$0.98 (-4.34%)
VolumeN/A
Net Assets394.8M
Principal MidCap R6
Price$43.33
Change-$1.79 (-3.97%)
VolumeN/A
Net Assets29.76B
IBSSX vs PMAQX Comparison Chart
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IBSSX vs. PMAQX commentary
Apr 04, 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 PMAQX is a Buy.

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FUNDAMENTALS
Fundamentals
PMAQX has more cash in the bank: 29.8B vs. IBSSX (395M). PMAQX pays higher dividends than IBSSX: PMAQX (0.20) vs IBSSX (0.00). IBSSX was incepted earlier than PMAQX: IBSSX (23 years) vs PMAQX (8 years). IBSSX (1.37) is less costly to investors than PMAQX (0.60). PMAQX is a more actively managed with annual turnover of: 10.50 vs. IBSSX (1.00). IBSSX (0) and PMAQX (0) have matching initial minimum investment requirements. PMAQX annual gain was more profitable for investors over the last year : 7.85 vs. IBSSX (-6.69). PMAQX return over 5 years is better than : 106.58 vs. IBSSX (46.24).
IBSSXPMAQXIBSSX / PMAQX
Total Expense Ratio1.250.60208%
Annual Report Gross Expense Ratio1.370.60228%
Fund Existence23 years8 years-
Gain YTD-4.0781.098-371%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets395M29.8B1%
Annual Yield % from dividends0.000.20-
Returns for 1 year-6.697.85-85%
Returns for 3 years-19.3620.76-93%
Returns for 5 years46.24106.5843%
Returns for 10 years-31.13N/A-
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