IBGIX
Price
$25.96
Change
+$0.14 (+0.54%)
Updated
Jul 25 closing price
Net Assets
368.93M
PMBMX
Price
$44.29
Change
+$0.31 (+0.70%)
Updated
Jul 25 closing price
Net Assets
33.21B
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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$25.96
Change+$0.14 (+0.54%)
VolumeN/A
Net Assets368.93M
Principal MidCap R3
Price$44.29
Change+$0.31 (+0.70%)
VolumeN/A
Net Assets33.21B
IBGIX vs PMBMX Comparison Chart in %
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IBGIX vs. PMBMX 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 PMBMX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 33.2B vs. IBGIX (369M). 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 : 13.04 vs. IBGIX (-2.19). PMBMX return over 5 years is better than : 52.44 vs. IBGIX (6.26).
IBGIXPMBMXIBGIX / PMBMX
Total Expense Ratio1.001.1488%
Annual Report Gross Expense Ratio1.121.1498%
Fund Existence23 years25 years-
Gain YTD-2.9538.421-35%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets369M33.2B1%
Annual Yield % from dividends0.000.02-
Returns for 1 year-2.1913.04-17%
Returns for 3 years-0.9947.27-2%
Returns for 5 years6.2652.4412%
Returns for 10 years-20.5497.42-21%
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