IBSSX
Price
$17.34
Change
-$0.54 (-3.02%)
Updated
Aug 5 closing price
Net Assets
277.99M
PMBCX
Price
$36.96
Change
-$0.57 (-1.52%)
Updated
Aug 5 closing price
Net Assets
32.88B
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IBSSX vs PMBCX

Header iconIBSSX vs PMBCX Comparison
Open Charts IBSSX vs PMBCXBanner chart's image
VY® Baron Growth S
Price$17.34
Change-$0.54 (-3.02%)
VolumeN/A
Net Assets277.99M
Principal MidCap C
Price$36.96
Change-$0.57 (-1.52%)
VolumeN/A
Net Assets32.88B
IBSSX vs PMBCX Comparison Chart in %
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IBSSX vs. PMBCX 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 PMBCX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBCX has more cash in the bank: 32.9B vs. IBSSX (278M). IBSSX (0.00) and PMBCX (0.00) have matching dividends . IBSSX was incepted earlier than PMBCX: IBSSX (23 years) vs PMBCX (19 years). PMBCX (1.75) is less costly to investors than IBSSX (1.37). PMBCX is a more actively managed with annual turnover of: 10.50 vs. IBSSX (4.00). IBSSX has a lower initial minimum investment than PMBCX: IBSSX (0) vs PMBCX (1000). PMBCX annual gain was more profitable for investors over the last year : 14.00 vs. IBSSX (-18.43). PMBCX return over 5 years is better than : 37.52 vs. IBSSX (-24.28).
IBSSXPMBCXIBSSX / PMBCX
Total Expense Ratio1.251.7571%
Annual Report Gross Expense Ratio1.371.7578%
Fund Existence23 years19 years-
Gain YTD-23.8346.923-344%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets278M32.9B1%
Annual Yield % from dividends0.000.00-
Returns for 1 year-18.4314.00-132%
Returns for 3 years-19.9232.43-61%
Returns for 5 years-24.2837.52-65%
Returns for 10 years-38.8274.31-52%
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