IBSAX
Price
$12.34
Change
-$1.42 (-10.32%)
Updated
Feb 3 closing price
Net Assets
274.9M
PMAQX
Price
$41.65
Change
-$4.83 (-10.39%)
Updated
Feb 3 closing price
Net Assets
29.47B
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IBSAX vs PMAQX

Header iconIBSAX vs PMAQX Comparison
Open Charts IBSAX vs PMAQXBanner chart's image
VY® Baron Growth A
Price$12.34
Change-$1.42 (-10.32%)
VolumeN/A
Net Assets274.9M
Principal MidCap R6
Price$41.65
Change-$4.83 (-10.39%)
VolumeN/A
Net Assets29.47B
IBSAX vs PMAQX Comparison Chart in %
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IBSAX vs. PMAQX 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 IBSAX is a Hold and PMAQX is a Hold.

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FUNDAMENTALS
Fundamentals
PMAQX has more cash in the bank: 29.5B vs. IBSAX (275M). IBSAX pays higher dividends than PMAQX: IBSAX (0.06) vs PMAQX (0.00). IBSAX was incepted earlier than PMAQX: IBSAX (24 years) vs PMAQX (9 years). IBSAX (1.62) is less costly to investors than PMAQX (0.59). PMAQX is a more actively managed with annual turnover of: 13.70 vs. IBSAX (4.00). IBSAX (0) and PMAQX (0) have matching initial minimum investment requirements. PMAQX annual gain was more profitable for investors over the last year : -10.85 vs. IBSAX (-40.18). PMAQX return over 5 years is better than : 14.69 vs. IBSAX (-54.44).
IBSAXPMAQXIBSAX / PMAQX
Total Expense Ratio1.500.59254%
Annual Report Gross Expense Ratio1.620.59275%
Fund Existence24 years9 years-
Gain YTD-8.997-2.936306%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets275M29.5B1%
Annual Yield % from dividends0.060.00-
Returns for 1 year-40.18-10.85370%
Returns for 3 years-41.7322.20-188%
Returns for 5 years-54.4414.69-371%
Returns for 10 years-47.68N/A-
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