IBCGX
Price
$20.11
Change
+$0.10 (+0.50%)
Updated
Jul 25 closing price
Net Assets
368.93M
PMBJX
Price
$44.34
Change
+$0.32 (+0.73%)
Updated
Jul 25 closing price
Net Assets
33.21B
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IBCGX vs PMBJX

Header iconIBCGX vs PMBJX Comparison
Open Charts IBCGX vs PMBJXBanner chart's image
VY® Baron Growth S2
Price$20.11
Change+$0.10 (+0.50%)
VolumeN/A
Net Assets368.93M
Principal MidCap J
Price$44.34
Change+$0.32 (+0.73%)
VolumeN/A
Net Assets33.21B
IBCGX vs PMBJX Comparison Chart in %
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IBCGX vs. PMBJX commentary
Jul 27, 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.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 33.2B vs. IBCGX (369M). 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 : 13.47 vs. IBCGX (-3.78). PMBJX return over 5 years is better than : 55.02 vs. IBCGX (-2.28).
IBCGXPMBJXIBCGX / PMBJX
Total Expense Ratio1.400.78179%
Annual Report Gross Expense Ratio1.520.78195%
Fund Existence16 years24 years-
Gain YTD-3.2248.650-37%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets369M33.2B1%
Annual Yield % from dividends0.000.06-
Returns for 1 year-3.7813.47-28%
Returns for 3 years-6.9048.88-14%
Returns for 5 years-2.2855.02-4%
Returns for 10 years-35.10103.26-34%
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