IBSSX
Price
$22.58
Change
-$0.00 (-0.00%)
Updated
Jun 5 closing price
Net Assets
385.89M
PMBPX
Price
$44.73
Change
+$0.01 (+0.02%)
Updated
Jun 5 closing price
Net Assets
30.91B
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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$22.58
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets385.89M
Principal MidCap R5
Price$44.73
Change+$0.01 (+0.02%)
VolumeN/A
Net Assets30.91B
IBSSX vs PMBPX Comparison Chart
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IBSSX vs. PMBPX commentary
Jun 06, 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: 30.9B vs. IBSSX (386M). 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 : 10.51 vs. IBSSX (-0.96). PMBPX return over 5 years is better than : 46.06 vs. IBSSX (1.67).
IBSSXPMBPXIBSSX / PMBPX
Total Expense Ratio1.250.83151%
Annual Report Gross Expense Ratio1.370.83165%
Fund Existence23 years25 years-
Gain YTD-4.0782.899-141%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets386M30.9B1%
Annual Yield % from dividends0.000.01-
Returns for 1 year-0.9610.51-9%
Returns for 3 years-7.8735.32-22%
Returns for 5 years1.6746.064%
Returns for 10 years-28.9295.61-30%
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