IBGIX
Price
$25.96
Change
+$0.14 (+0.54%)
Updated
Jul 25 closing price
Net Assets
368.93M
PMBPX
Price
$47.20
Change
+$0.33 (+0.70%)
Updated
Jul 25 closing price
Net Assets
33.21B
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IBGIX vs PMBPX

Header iconIBGIX vs PMBPX Comparison
Open Charts IBGIX vs PMBPXBanner chart's image
VY® Baron Growth I
Price$25.96
Change+$0.14 (+0.54%)
VolumeN/A
Net Assets368.93M
Principal MidCap R5
Price$47.20
Change+$0.33 (+0.70%)
VolumeN/A
Net Assets33.21B
IBGIX vs PMBPX Comparison Chart in %
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IBGIX vs. PMBPX 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 PMBPX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 33.2B vs. IBGIX (369M). PMBPX pays higher dividends than IBGIX: PMBPX (0.01) vs IBGIX (0.00). IBGIX was incepted earlier than PMBPX: IBGIX (23 years) vs PMBPX (25 years). IBGIX (1.12) is less costly to investors than PMBPX (0.83). PMBPX is a more actively managed with annual turnover of: 10.50 vs. IBGIX (4.00). IBGIX (0) and PMBPX (0) have matching initial minimum investment requirements. PMBPX annual gain was more profitable for investors over the last year : 13.61 vs. IBGIX (-2.19). PMBPX return over 5 years is better than : 56.25 vs. IBGIX (6.26).
IBGIXPMBPXIBGIX / PMBPX
Total Expense Ratio1.000.83120%
Annual Report Gross Expense Ratio1.120.83135%
Fund Existence23 years25 years-
Gain YTD-2.9538.606-34%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets369M33.2B1%
Annual Yield % from dividends0.000.01-
Returns for 1 year-2.1913.61-16%
Returns for 3 years-0.9949.38-2%
Returns for 5 years6.2656.2511%
Returns for 10 years-20.54107.27-19%
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