IBSAX
Price
$19.41
Change
-$0.07 (-0.36%)
Updated
Jul 28 closing price
Net Assets
368.93M
PMAQX
Price
$48.30
Change
-$0.24 (-0.49%)
Updated
Jul 28 closing price
Net Assets
33.21B
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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$19.41
Change-$0.07 (-0.36%)
VolumeN/A
Net Assets368.93M
Principal MidCap R6
Price$48.30
Change-$0.24 (-0.49%)
VolumeN/A
Net Assets33.21B
IBSAX vs PMAQX Comparison Chart in %
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IBSAX vs. PMAQX commentary
Jul 29, 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: 33.2B vs. IBSAX (369M). 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 : 13.98 vs. IBSAX (-3.99). PMAQX return over 5 years is better than : 58.81 vs. IBSAX (-3.56).
IBSAXPMAQXIBSAX / PMAQX
Total Expense Ratio1.500.59254%
Annual Report Gross Expense Ratio1.620.59275%
Fund Existence23 years9 years-
Gain YTD-3.2298.761-37%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets369M33.2B1%
Annual Yield % from dividends0.000.19-
Returns for 1 year-3.9913.98-29%
Returns for 3 years-7.7750.84-15%
Returns for 5 years-3.5658.81-6%
Returns for 10 years-36.91N/A-
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