IBSSX
Price
$21.27
Change
+$0.20 (+0.95%)
Updated
Apr 23 closing price
Net Assets
365.68M
PMBCX
Price
$33.94
Change
+$0.45 (+1.34%)
Updated
Apr 23 closing price
Net Assets
28.46B
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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$21.27
Change+$0.20 (+0.95%)
VolumeN/A
Net Assets365.68M
Principal MidCap C
Price$33.94
Change+$0.45 (+1.34%)
VolumeN/A
Net Assets28.46B
IBSSX vs PMBCX Comparison Chart
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IBSSX vs. PMBCX 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 PMBCX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBCX has more cash in the bank: 28.5B vs. IBSSX (366M). IBSSX (0.00) and PMBCX (0.00) have matching dividends . IBSSX was incepted earlier than PMBCX: IBSSX (23 years) vs PMBCX (18 years). PMBCX (1.78) is less costly to investors than IBSSX (1.37). PMBCX is a more actively managed with annual turnover of: 10.50 vs. IBSSX (1.00). 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 : 4.14 vs. IBSSX (-8.23). PMBCX return over 5 years is better than : 53.34 vs. IBSSX (16.47).
IBSSXPMBCXIBSSX / PMBCX
Total Expense Ratio1.251.7870%
Annual Report Gross Expense Ratio1.371.7877%
Fund Existence23 years18 years-
Gain YTD-10.493-4.587229%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets366M28.5B1%
Annual Yield % from dividends0.000.00-
Returns for 1 year-8.234.14-199%
Returns for 3 years-19.2415.92-121%
Returns for 5 years16.4753.3431%
Returns for 10 years-35.6953.62-67%
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