IBSSX
Price
$21.60
Change
-$0.98 (-4.34%)
Updated
Apr 3 closing price
Net Assets
394.8M
PMBPX
Price
$42.17
Change
-$1.74 (-3.96%)
Updated
Apr 3 closing price
Net Assets
29.76B
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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$21.60
Change-$0.98 (-4.34%)
VolumeN/A
Net Assets394.8M
Principal MidCap R5
Price$42.17
Change-$1.74 (-3.96%)
VolumeN/A
Net Assets29.76B
IBSSX vs PMBPX Comparison Chart
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IBSSX vs. PMBPX commentary
Apr 04, 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 PMBPX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 29.8B vs. IBSSX (395M). PMBPX pays higher dividends than IBSSX: PMBPX (0.01) vs IBSSX (0.00). IBSSX was incepted earlier than PMBPX: IBSSX (23 years) vs PMBPX (24 years). IBSSX (1.37) is less costly to investors than PMBPX (0.84). PMBPX is a more actively managed with annual turnover of: 10.50 vs. IBSSX (1.00). IBSSX (0) and PMBPX (0) have matching initial minimum investment requirements. PMBPX annual gain was more profitable for investors over the last year : 7.50 vs. IBSSX (-6.69). PMBPX return over 5 years is better than : 103.21 vs. IBSSX (46.24).
IBSSXPMBPXIBSSX / PMBPX
Total Expense Ratio1.250.84149%
Annual Report Gross Expense Ratio1.370.84163%
Fund Existence23 years24 years-
Gain YTD-4.0781.035-394%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets395M29.8B1%
Annual Yield % from dividends0.000.01-
Returns for 1 year-6.697.50-89%
Returns for 3 years-19.3619.59-99%
Returns for 5 years46.24103.2145%
Returns for 10 years-31.1389.27-35%
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