IBCGX
Price
$12.85
Change
-$1.48 (-10.33%)
Updated
Feb 3 closing price
Net Assets
274.9M
PMBPX
Price
$40.41
Change
-$4.79 (-10.60%)
Updated
Feb 3 closing price
Net Assets
30.27B
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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$12.85
Change-$1.48 (-10.33%)
VolumeN/A
Net Assets274.9M
Principal MidCap R5
Price$40.41
Change-$4.79 (-10.60%)
VolumeN/A
Net Assets30.27B
IBCGX vs PMBPX Comparison Chart in %
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IBCGX vs. PMBPX commentary
Feb 04, 2026

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 Hold and PMBPX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 30.3B vs. IBCGX (275M). IBCGX pays higher dividends than PMBPX: IBCGX (0.24) vs PMBPX (0.00). IBCGX was incepted earlier than PMBPX: IBCGX (17 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: 13.70 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 : -11.17 vs. IBCGX (-39.54). PMBPX return over 5 years is better than : 12.76 vs. IBCGX (-53.39).
IBCGXPMBPXIBCGX / PMBPX
Total Expense Ratio1.400.83169%
Annual Report Gross Expense Ratio1.520.83183%
Fund Existence17 years25 years-
Gain YTD-8.994-2.931307%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets275M30.3B1%
Annual Yield % from dividends0.240.00-
Returns for 1 year-39.54-11.17354%
Returns for 3 years-40.8221.00-194%
Returns for 5 years-53.3912.76-418%
Returns for 10 years-45.66119.39-38%
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