IBGIX
Price
$25.96
Change
+$0.14 (+0.54%)
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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IBGIX vs PMBJX

Header iconIBGIX vs PMBJX Comparison
Open Charts IBGIX vs PMBJXBanner chart's image
VY® Baron Growth I
Price$25.96
Change+$0.14 (+0.54%)
VolumeN/A
Net Assets368.93M
Principal MidCap J
Price$44.34
Change+$0.32 (+0.73%)
VolumeN/A
Net Assets33.21B
IBGIX vs PMBJX Comparison Chart in %
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IBGIX vs. PMBJX commentary
Jul 28, 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 IBGIX is a Buy and PMBJX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 33.2B vs. IBGIX (369M). PMBJX pays higher dividends than IBGIX: PMBJX (0.06) vs IBGIX (0.00). IBGIX was incepted earlier than PMBJX: IBGIX (23 years) vs PMBJX (24 years). IBGIX (1.12) is less costly to investors than PMBJX (0.78). PMBJX is a more actively managed with annual turnover of: 10.50 vs. IBGIX (4.00). IBGIX has a lower initial minimum investment than PMBJX: IBGIX (0) vs PMBJX (1000). PMBJX annual gain was more profitable for investors over the last year : 13.47 vs. IBGIX (-2.19). PMBJX return over 5 years is better than : 55.02 vs. IBGIX (6.26).
IBGIXPMBJXIBGIX / PMBJX
Total Expense Ratio1.000.78128%
Annual Report Gross Expense Ratio1.120.78144%
Fund Existence23 years24 years-
Gain YTD-2.9538.650-34%
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-2.1913.47-16%
Returns for 3 years-0.9948.88-2%
Returns for 5 years6.2655.0211%
Returns for 10 years-20.54103.26-20%
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