IBSAX
Price
$14.09
Change
-$0.06 (-0.42%)
Updated
Aug 15 closing price
Net Assets
336.87M
PMBCX
Price
$36.93
Change
-$0.11 (-0.30%)
Updated
Aug 15 closing price
Net Assets
32.48B
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IBSAX vs PMBCX

Header iconIBSAX vs PMBCX Comparison
Open Charts IBSAX vs PMBCXBanner chart's image
VY® Baron Growth A
Price$14.09
Change-$0.06 (-0.42%)
VolumeN/A
Net Assets336.87M
Principal MidCap C
Price$36.93
Change-$0.11 (-0.30%)
VolumeN/A
Net Assets32.48B
IBSAX vs PMBCX Comparison Chart in %
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IBSAX vs. PMBCX commentary
Aug 18, 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 Hold and PMBCX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBCX has more cash in the bank: 32.5B vs. IBSAX (337M). IBSAX (0.00) and PMBCX (0.00) have matching dividends . IBSAX was incepted earlier than PMBCX: IBSAX (23 years) vs PMBCX (19 years). PMBCX (1.75) is less costly to investors than IBSAX (1.62). PMBCX is a more actively managed with annual turnover of: 10.50 vs. IBSAX (4.00). IBSAX has a lower initial minimum investment than PMBCX: IBSAX (0) vs PMBCX (1000). PMBCX annual gain was more profitable for investors over the last year : 7.39 vs. IBSAX (-28.36). PMBCX return over 5 years is better than : 34.24 vs. IBSAX (-34.73).
IBSAXPMBCXIBSAX / PMBCX
Total Expense Ratio1.501.7586%
Annual Report Gross Expense Ratio1.621.7593%
Fund Existence23 years19 years-
Gain YTD-29.9655.214-575%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets337M32.5B1%
Annual Yield % from dividends0.000.00-
Returns for 1 year-28.367.39-384%
Returns for 3 years-30.6524.89-123%
Returns for 5 years-34.7334.24-101%
Returns for 10 years-50.5968.94-73%
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