IBGIX
Price
$26.19
Change
+$0.18 (+0.69%)
Updated
Jul 3 closing price
Net Assets
377.71M
PMBPX
Price
$46.52
Change
+$0.48 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
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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$26.19
Change+$0.18 (+0.69%)
VolumeN/A
Net Assets377.71M
Principal MidCap R5
Price$46.52
Change+$0.48 (+1.04%)
VolumeN/A
Net Assets32.28B
IBGIX vs PMBPX Comparison Chart in %
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IBGIX vs. PMBPX 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 PMBPX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32.3B vs. IBGIX (378M). 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 : 15.41 vs. IBGIX (2.38). PMBPX return over 5 years is better than : 59.60 vs. IBGIX (10.69).
IBGIXPMBPXIBGIX / PMBPX
Total Expense Ratio1.000.83120%
Annual Report Gross Expense Ratio1.120.83135%
Fund Existence23 years25 years-
Gain YTD-2.0937.041-30%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets378M32.3B1%
Annual Yield % from dividends0.000.01-
Returns for 1 year2.3815.4115%
Returns for 3 years3.5652.397%
Returns for 5 years10.6959.6018%
Returns for 10 years-20.22104.46-19%
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