IBGIX
Price
$20.37
Change
+$0.20 (+0.99%)
Updated
Aug 19 closing price
Net Assets
339.53M
PMBPX
Price
$46.16
Change
+$0.25 (+0.54%)
Updated
Aug 19 closing price
Net Assets
32.44B
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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$20.37
Change+$0.20 (+0.99%)
VolumeN/A
Net Assets339.53M
Principal MidCap R5
Price$46.16
Change+$0.25 (+0.54%)
VolumeN/A
Net Assets32.44B
IBGIX vs PMBPX Comparison Chart in %
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IBGIX vs. PMBPX commentary
Aug 20, 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: 32.4B vs. IBGIX (340M). 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 : 8.77 vs. IBGIX (-22.10). PMBPX return over 5 years is better than : 46.00 vs. IBGIX (-22.18).
IBGIXPMBPXIBGIX / PMBPX
Total Expense Ratio1.000.83120%
Annual Report Gross Expense Ratio1.120.83135%
Fund Existence23 years25 years-
Gain YTD-23.4646.213-378%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets340M32.4B1%
Annual Yield % from dividends0.000.01-
Returns for 1 year-22.108.77-252%
Returns for 3 years-18.3034.67-53%
Returns for 5 years-22.1846.00-48%
Returns for 10 years-28.94109.94-26%
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