IBCGX
Price
$20.30
Change
+$0.14 (+0.69%)
Updated
Jul 3 closing price
Net Assets
377.71M
PMBJX
Price
$43.69
Change
+$0.45 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
Interact to see
Advertisement

IBCGX vs PMBJX

Header iconIBCGX vs PMBJX Comparison
Open Charts IBCGX vs PMBJXBanner chart's image
VY® Baron Growth S2
Price$20.30
Change+$0.14 (+0.69%)
VolumeN/A
Net Assets377.71M
Principal MidCap J
Price$43.69
Change+$0.45 (+1.04%)
VolumeN/A
Net Assets32.28B
IBCGX vs PMBJX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
IBCGX vs. PMBJX commentary
Jul 07, 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 IBCGX is a Buy and PMBJX is a StrongBuy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 32.3B vs. IBCGX (378M). PMBJX pays higher dividends than IBCGX: PMBJX (0.06) vs IBCGX (0.00). IBCGX was incepted earlier than PMBJX: IBCGX (16 years) vs PMBJX (24 years). IBCGX (1.52) is less costly to investors than PMBJX (0.78). PMBJX is a more actively managed with annual turnover of: 10.50 vs. IBCGX (4.00). IBCGX has a lower initial minimum investment than PMBJX: IBCGX (0) vs PMBJX (1000). PMBJX annual gain was more profitable for investors over the last year : 15.26 vs. IBCGX (0.79). PMBJX return over 5 years is better than : 58.39 vs. IBCGX (1.86).
IBCGXPMBJXIBCGX / PMBJX
Total Expense Ratio1.400.78179%
Annual Report Gross Expense Ratio1.520.78195%
Fund Existence16 years24 years-
Gain YTD-2.3107.057-33%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets378M32.3B1%
Annual Yield % from dividends0.000.06-
Returns for 1 year0.7915.265%
Returns for 3 years-2.5951.79-5%
Returns for 5 years1.8658.393%
Returns for 10 years-34.82100.46-35%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
STXM27.000.19
+0.72%
Strive Mid-Cap ETF
AVUV95.010.39
+0.41%
Avantis US Small Cap Value ETF
CVIE65.340.20
+0.31%
Calvert International Responsible ETF
PXI43.390.09
+0.20%
Invesco Dorsey Wright Energy MomentumETF
FMHI46.790.06
+0.12%
First Trust Municipal High Income ETF