IBSSX
Price
$21.27
Change
+$0.20 (+0.95%)
Updated
Apr 23 closing price
Net Assets
365.68M
PMAQX
Price
$43.30
Change
+$0.57 (+1.33%)
Updated
Apr 23 closing price
Net Assets
28.46B
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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$21.27
Change+$0.20 (+0.95%)
VolumeN/A
Net Assets365.68M
Principal MidCap R6
Price$43.30
Change+$0.57 (+1.33%)
VolumeN/A
Net Assets28.46B
IBSSX vs PMAQX Comparison Chart
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IBSSX vs. PMAQX commentary
Apr 25, 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: 28.5B vs. IBSSX (366M). 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 : 6.11 vs. IBSSX (-8.23). PMAQX return over 5 years is better than : 68.49 vs. IBSSX (16.47).
IBSSXPMAQXIBSSX / PMAQX
Total Expense Ratio1.250.60208%
Annual Report Gross Expense Ratio1.370.60228%
Fund Existence23 years8 years-
Gain YTD-10.493-4.257246%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets366M28.5B1%
Annual Yield % from dividends0.000.20-
Returns for 1 year-8.236.11-135%
Returns for 3 years-19.2422.50-86%
Returns for 5 years16.4768.4924%
Returns for 10 years-35.69N/A-
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