IBSAX
Price
$18.98
Change
-$0.29 (-1.50%)
Updated
Jun 13 closing price
Net Assets
377.74M
PMAQX
Price
$45.54
Change
-$0.70 (-1.51%)
Updated
Jun 13 closing price
Net Assets
30.56B
Interact to see
Advertisement

IBSAX vs PMAQX

Header iconIBSAX vs PMAQX Comparison
Open Charts IBSAX vs PMAQXBanner chart's image
VY® Baron Growth A
Price$18.98
Change-$0.29 (-1.50%)
VolumeN/A
Net Assets377.74M
Principal MidCap R6
Price$45.54
Change-$0.70 (-1.51%)
VolumeN/A
Net Assets30.56B
IBSAX vs PMAQX Comparison Chart
Loading...
View a ticker or compare two or three
VS
IBSAX vs. PMAQX commentary
Jun 16, 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 IBSAX is a Buy and PMAQX is a StrongBuy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
PMAQX has more cash in the bank: 30.6B vs. IBSAX (378M). PMAQX pays higher dividends than IBSAX: PMAQX (0.19) vs IBSAX (0.00). IBSAX was incepted earlier than PMAQX: IBSAX (23 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: 10.50 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 : 10.62 vs. IBSAX (-2.77). PMAQX return over 5 years is better than : 56.82 vs. IBSAX (0.96).
IBSAXPMAQXIBSAX / PMAQX
Total Expense Ratio1.500.59254%
Annual Report Gross Expense Ratio1.620.59275%
Fund Existence23 years9 years-
Gain YTD-5.7132.039-280%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets378M30.6B1%
Annual Yield % from dividends0.000.19-
Returns for 1 year-2.7710.62-26%
Returns for 3 years-2.8250.92-6%
Returns for 5 years0.9656.822%
Returns for 10 years-38.73N/A-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
FDNI33.29N/A
N/A
First Trust Dow Jones Intl Intnt ETF
JAAA50.65-0.01
-0.02%
Janus Henderson AAA CLO ETF
GHYG45.45-0.15
-0.32%
iShares US & Intl High Yield Corp Bd ETF
BNDW68.77-0.23
-0.33%
Vanguard Total World Bond ETF
HQL12.85-0.13
-1.00%
abrdn Life Sciences Investors