IBSSX
Price
$21.27
Change
+$0.20 (+0.95%)
Updated
Apr 23 closing price
Net Assets
365.68M
PMBPX
Price
$42.14
Change
+$0.56 (+1.35%)
Updated
Apr 23 closing price
Net Assets
28.46B
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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$21.27
Change+$0.20 (+0.95%)
VolumeN/A
Net Assets365.68M
Principal MidCap R5
Price$42.14
Change+$0.56 (+1.35%)
VolumeN/A
Net Assets28.46B
IBSSX vs PMBPX Comparison Chart
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IBSSX vs. PMBPX 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 PMBPX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 28.5B vs. IBSSX (366M). 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 : 5.76 vs. IBSSX (-8.23). PMBPX return over 5 years is better than : 65.80 vs. IBSSX (16.47).
IBSSXPMBPXIBSSX / PMBPX
Total Expense Ratio1.250.84149%
Annual Report Gross Expense Ratio1.370.84163%
Fund Existence23 years24 years-
Gain YTD-10.493-4.326243%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets366M28.5B1%
Annual Yield % from dividends0.000.01-
Returns for 1 year-8.235.76-143%
Returns for 3 years-19.2421.34-90%
Returns for 5 years16.4765.8025%
Returns for 10 years-35.6978.76-45%
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