IBSSX
Price
$22.72
Change
-$0.38 (-1.65%)
Updated
Jul 11 closing price
Net Assets
371.92M
PMBPX
Price
$45.91
Change
-$0.41 (-0.89%)
Updated
Jul 11 closing price
Net Assets
31.98B
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IBSSX vs PMBPX

Header iconIBSSX vs PMBPX Comparison
Open Charts IBSSX vs PMBPXBanner chart's image
VY® Baron Growth S
Price$22.72
Change-$0.38 (-1.65%)
VolumeN/A
Net Assets371.92M
Principal MidCap R5
Price$45.91
Change-$0.41 (-0.89%)
VolumeN/A
Net Assets31.98B
IBSSX vs PMBPX Comparison Chart in %
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IBSSX vs. PMBPX commentary
Jul 14, 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 StrongBuy and PMBPX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32B vs. IBSSX (372M). PMBPX pays higher dividends than IBSSX: PMBPX (0.01) vs IBSSX (0.00). IBSSX was incepted earlier than PMBPX: IBSSX (23 years) vs PMBPX (25 years). IBSSX (1.37) is less costly to investors than PMBPX (0.83). PMBPX is a more actively managed with annual turnover of: 10.50 vs. IBSSX (4.00). IBSSX (0) and PMBPX (0) have matching initial minimum investment requirements. PMBPX annual gain was more profitable for investors over the last year : 11.77 vs. IBSSX (-1.35). PMBPX return over 5 years is better than : 56.44 vs. IBSSX (3.84).
IBSSXPMBPXIBSSX / PMBPX
Total Expense Ratio1.250.83151%
Annual Report Gross Expense Ratio1.370.83165%
Fund Existence23 years25 years-
Gain YTD-3.4835.637-62%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets372M32B1%
Annual Yield % from dividends0.000.01-
Returns for 1 year-1.3511.77-11%
Returns for 3 years0.7151.131%
Returns for 5 years3.8456.447%
Returns for 10 years-30.1598.57-31%
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