IBGIX
Price
$17.70
Change
-$2.02 (-10.24%)
Updated
Feb 3 closing price
Net Assets
274.9M
PMBPX
Price
$40.41
Change
-$4.79 (-10.60%)
Updated
Feb 3 closing price
Net Assets
30.27B
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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$17.70
Change-$2.02 (-10.24%)
VolumeN/A
Net Assets274.9M
Principal MidCap R5
Price$40.41
Change-$4.79 (-10.60%)
VolumeN/A
Net Assets30.27B
IBGIX vs PMBPX Comparison Chart in %
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IBGIX vs. PMBPX commentary
Feb 05, 2026

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 Hold and PMBPX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 30.3B vs. IBGIX (275M). IBGIX pays higher dividends than PMBPX: IBGIX (0.54) vs PMBPX (0.00). IBGIX was incepted earlier than PMBPX: IBGIX (24 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: 13.70 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 : -11.17 vs. IBGIX (-35.17). PMBPX return over 5 years is better than : 12.76 vs. IBGIX (-45.88).
IBGIXPMBPXIBGIX / PMBPX
Total Expense Ratio1.000.83120%
Annual Report Gross Expense Ratio1.120.83135%
Fund Existence24 years25 years-
Gain YTD-8.951-2.931305%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets275M30.3B1%
Annual Yield % from dividends0.540.00-
Returns for 1 year-35.17-11.17315%
Returns for 3 years-34.3821.00-164%
Returns for 5 years-45.8812.76-360%
Returns for 10 years-29.28119.39-25%
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