IBSSX
Price
$21.27
Change
+$0.20 (+0.95%)
Updated
Apr 23 closing price
Net Assets
365.68M
PMBMX
Price
$39.56
Change
+$0.52 (+1.33%)
Updated
Apr 23 closing price
Net Assets
28.46B
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IBSSX vs PMBMX

Header iconIBSSX vs PMBMX Comparison
Open Charts IBSSX vs PMBMXBanner chart's image
VY® Baron Growth S
Price$21.27
Change+$0.20 (+0.95%)
VolumeN/A
Net Assets365.68M
Principal MidCap R3
Price$39.56
Change+$0.52 (+1.33%)
VolumeN/A
Net Assets28.46B
IBSSX vs PMBMX Comparison Chart
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IBSSX vs. PMBMX 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 PMBMX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 28.5B vs. IBSSX (366M). PMBMX pays higher dividends than IBSSX: PMBMX (0.02) vs IBSSX (0.00). IBSSX was incepted earlier than PMBMX: IBSSX (23 years) vs PMBMX (24 years). IBSSX (1.37) is less costly to investors than PMBMX (1.15). PMBMX is a more actively managed with annual turnover of: 10.50 vs. IBSSX (1.00). IBSSX (0) and PMBMX (0) have matching initial minimum investment requirements. PMBMX annual gain was more profitable for investors over the last year : 5.22 vs. IBSSX (-8.23). PMBMX return over 5 years is better than : 61.76 vs. IBSSX (16.47).
IBSSXPMBMXIBSSX / PMBMX
Total Expense Ratio1.251.15109%
Annual Report Gross Expense Ratio1.371.15119%
Fund Existence23 years24 years-
Gain YTD-10.493-4.431237%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets366M28.5B1%
Annual Yield % from dividends0.000.02-
Returns for 1 year-8.235.22-158%
Returns for 3 years-19.2419.60-98%
Returns for 5 years16.4761.7627%
Returns for 10 years-35.6970.30-51%
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