IBGIX
Price
$26.19
Change
+$0.18 (+0.69%)
Updated
Jul 3 closing price
Net Assets
377.71M
PMBMX
Price
$43.65
Change
+$0.45 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
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IBGIX vs PMBMX

Header iconIBGIX vs PMBMX Comparison
Open Charts IBGIX vs PMBMXBanner chart's image
VY® Baron Growth I
Price$26.19
Change+$0.18 (+0.69%)
VolumeN/A
Net Assets377.71M
Principal MidCap R3
Price$43.65
Change+$0.45 (+1.04%)
VolumeN/A
Net Assets32.28B
IBGIX vs PMBMX Comparison Chart in %
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IBGIX vs. PMBMX 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 PMBMX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 32.3B vs. IBGIX (378M). PMBMX pays higher dividends than IBGIX: PMBMX (0.02) vs IBGIX (0.00). IBGIX was incepted earlier than PMBMX: IBGIX (23 years) vs PMBMX (25 years). PMBMX (1.14) and IBGIX (1.12) have similar cost to investors . PMBMX is a more actively managed with annual turnover of: 10.50 vs. IBGIX (4.00). IBGIX (0) and PMBMX (0) have matching initial minimum investment requirements. PMBMX annual gain was more profitable for investors over the last year : 14.80 vs. IBGIX (2.38). PMBMX return over 5 years is better than : 55.71 vs. IBGIX (10.69).
IBGIXPMBMXIBGIX / PMBMX
Total Expense Ratio1.001.1488%
Annual Report Gross Expense Ratio1.121.1498%
Fund Existence23 years25 years-
Gain YTD-2.0936.854-31%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets378M32.3B1%
Annual Yield % from dividends0.000.02-
Returns for 1 year2.3814.8016%
Returns for 3 years3.5650.197%
Returns for 5 years10.6955.7119%
Returns for 10 years-20.2294.74-21%
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