IBGIX
Price
$25.28
Change
-$0.39 (-1.52%)
Updated
Jun 13 closing price
Net Assets
377.74M
PMBJX
Price
$41.61
Change
-$0.64 (-1.51%)
Updated
Jun 13 closing price
Net Assets
30.56B
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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$25.28
Change-$0.39 (-1.52%)
VolumeN/A
Net Assets377.74M
Principal MidCap J
Price$41.61
Change-$0.64 (-1.51%)
VolumeN/A
Net Assets30.56B
IBGIX vs PMBJX Comparison Chart
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IBGIX vs. PMBJX commentary
Jun 15, 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: 30.6B 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 : 10.12 vs. IBGIX (-0.94). PMBJX return over 5 years is better than : 53.13 vs. IBGIX (11.22).
IBGIXPMBJXIBGIX / PMBJX
Total Expense Ratio1.000.78128%
Annual Report Gross Expense Ratio1.120.78144%
Fund Existence23 years24 years-
Gain YTD-5.4951.960-280%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets378M30.6B1%
Annual Yield % from dividends0.000.06-
Returns for 1 year-0.9410.12-9%
Returns for 3 years4.3348.969%
Returns for 5 years11.2253.1321%
Returns for 10 years-22.8588.94-26%
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