IBGIX
Price
$26.19
Change
+$0.18 (+0.69%)
Updated
Jul 3 closing price
Net Assets
377.71M
PMBJX
Price
$43.69
Change
+$0.45 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
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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$26.19
Change+$0.18 (+0.69%)
VolumeN/A
Net Assets377.71M
Principal MidCap J
Price$43.69
Change+$0.45 (+1.04%)
VolumeN/A
Net Assets32.28B
IBGIX vs PMBJX Comparison Chart in %
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IBGIX vs. PMBJX commentary
Jul 08, 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: 32.3B vs. IBGIX (378M). 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 : 15.26 vs. IBGIX (2.38). PMBJX return over 5 years is better than : 58.39 vs. IBGIX (10.69).
IBGIXPMBJXIBGIX / PMBJX
Total Expense Ratio1.000.78128%
Annual Report Gross Expense Ratio1.120.78144%
Fund Existence23 years24 years-
Gain YTD-2.0937.057-30%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets378M32.3B1%
Annual Yield % from dividends0.000.06-
Returns for 1 year2.3815.2616%
Returns for 3 years3.5651.797%
Returns for 5 years10.6958.3918%
Returns for 10 years-20.22100.46-20%
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