IBCGX
Price
$19.60
Change
-$0.30 (-1.51%)
Updated
Jun 13 closing price
Net Assets
377.74M
PMBPX
Price
$44.30
Change
-$0.69 (-1.53%)
Updated
Jun 13 closing price
Net Assets
30.56B
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IBCGX vs PMBPX

Header iconIBCGX vs PMBPX Comparison
Open Charts IBCGX vs PMBPXBanner chart's image
VY® Baron Growth S2
Price$19.60
Change-$0.30 (-1.51%)
VolumeN/A
Net Assets377.74M
Principal MidCap R5
Price$44.30
Change-$0.69 (-1.53%)
VolumeN/A
Net Assets30.56B
IBCGX vs PMBPX Comparison Chart
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IBCGX vs. PMBPX commentary
Jun 16, 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 PMBPX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 30.6B vs. IBCGX (378M). PMBPX pays higher dividends than IBCGX: PMBPX (0.01) vs IBCGX (0.00). IBCGX was incepted earlier than PMBPX: IBCGX (16 years) vs PMBPX (25 years). IBCGX (1.52) is less costly to investors than PMBPX (0.83). PMBPX is a more actively managed with annual turnover of: 10.50 vs. IBCGX (4.00). IBCGX (0) and PMBPX (0) have matching initial minimum investment requirements. PMBPX annual gain was more profitable for investors over the last year : 10.26 vs. IBCGX (-2.49). PMBPX return over 5 years is better than : 54.31 vs. IBCGX (2.35).
IBCGXPMBPXIBCGX / PMBPX
Total Expense Ratio1.400.83169%
Annual Report Gross Expense Ratio1.520.83183%
Fund Existence16 years25 years-
Gain YTD-5.6791.933-294%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets378M30.6B1%
Annual Yield % from dividends0.000.01-
Returns for 1 year-2.4910.26-24%
Returns for 3 years-1.8549.52-4%
Returns for 5 years2.3554.314%
Returns for 10 years-36.9692.68-40%
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