IBGIX
Price
$17.70
Change
-$2.02 (-10.24%)
Updated
Feb 3 closing price
Net Assets
274.9M
PMBJX
Price
$37.80
Change
-$4.64 (-10.93%)
Updated
Feb 3 closing price
Net Assets
30.27B
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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$17.70
Change-$2.02 (-10.24%)
VolumeN/A
Net Assets274.9M
Principal MidCap J
Price$37.80
Change-$4.64 (-10.93%)
VolumeN/A
Net Assets30.27B
IBGIX vs PMBJX Comparison Chart in %
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IBGIX vs. PMBJX commentary
Feb 05, 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 IBGIX is a Hold and PMBJX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 30.3B vs. IBGIX (275M). IBGIX pays higher dividends than PMBJX: IBGIX (0.54) vs PMBJX (0.00). IBGIX was incepted earlier than PMBJX: IBGIX (24 years) vs PMBJX (25 years). IBGIX (1.12) is less costly to investors than PMBJX (0.78). PMBJX is a more actively managed with annual turnover of: 13.70 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 : -11.50 vs. IBGIX (-35.17). PMBJX return over 5 years is better than : 11.44 vs. IBGIX (-45.88).
IBGIXPMBJXIBGIX / PMBJX
Total Expense Ratio1.000.78128%
Annual Report Gross Expense Ratio1.120.78144%
Fund Existence24 years25 years-
Gain YTD-8.951-2.953303%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets275M30.3B1%
Annual Yield % from dividends0.540.00-
Returns for 1 year-35.17-11.50306%
Returns for 3 years-34.3820.26-170%
Returns for 5 years-45.8811.44-401%
Returns for 10 years-29.28114.81-26%
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