IBSSX
Price
$23.12
Change
-$0.34 (-1.45%)
Updated
Feb 21 closing price
Net Assets
416.01M
PMBMX
Price
$41.59
Change
-$0.71 (-1.68%)
Updated
Feb 21 closing price
Net Assets
29.57B
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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$23.12
Change-$0.34 (-1.45%)
VolumeN/A
Net Assets416.01M
Principal MidCap R3
Price$41.59
Change-$0.71 (-1.68%)
VolumeN/A
Net Assets29.57B
IBSSX vs PMBMX Comparison Chart
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IBSSX vs. PMBMX commentary
Feb 23, 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 PMBMX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 29.6B vs. IBSSX (416M). IBSSX (0.00) and PMBMX (0.00) have matching dividends . IBSSX was incepted earlier than PMBMX: IBSSX (23 years) vs PMBMX (24 years). PMBMX is a more actively managed with annual turnover of: 10.10 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 : 11.86 vs. IBSSX (-4.46). PMBMX return over 5 years is better than : 31.77 vs. IBSSX (-2.73).
IBSSXPMBMXIBSSX / PMBMX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence23 years24 years-
Gain YTD-1.7841.812-98%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets416M29.6B1%
Annual Yield % from dividends0.000.00-
Returns for 1 year-4.4611.86-38%
Returns for 3 years-14.5026.06-56%
Returns for 5 years-2.7331.77-9%
Returns for 10 years-28.2483.18-34%
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