IBSAX
Price
$19.66
Change
+$0.13 (+0.67%)
Updated
Jul 3 closing price
Net Assets
377.71M
PMAQX
Price
$47.82
Change
+$0.49 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
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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$19.66
Change+$0.13 (+0.67%)
VolumeN/A
Net Assets377.71M
Principal MidCap R6
Price$47.82
Change+$0.49 (+1.04%)
VolumeN/A
Net Assets32.28B
IBSAX vs PMAQX Comparison Chart in %
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IBSAX vs. PMAQX commentary
Jul 07, 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.

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FUNDAMENTALS
Fundamentals
PMAQX has more cash in the bank: 32.3B 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 : 15.77 vs. IBSAX (0.56). PMAQX return over 5 years is better than : 62.17 vs. IBSAX (0.51).
IBSAXPMAQXIBSAX / PMAQX
Total Expense Ratio1.500.59254%
Annual Report Gross Expense Ratio1.620.59275%
Fund Existence23 years9 years-
Gain YTD-2.3357.148-33%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets378M32.3B1%
Annual Yield % from dividends0.000.19-
Returns for 1 year0.5615.774%
Returns for 3 years-3.5353.80-7%
Returns for 5 years0.5162.171%
Returns for 10 years-36.63N/A-
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