IBSAX
Price
$19.41
Change
-$0.07 (-0.36%)
Updated
Jul 28 closing price
Net Assets
368.93M
PMBJX
Price
$44.12
Change
-$0.22 (-0.50%)
Updated
Jul 28 closing price
Net Assets
33.21B
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IBSAX vs PMBJX

Header iconIBSAX vs PMBJX Comparison
Open Charts IBSAX vs PMBJXBanner chart's image
VY® Baron Growth A
Price$19.41
Change-$0.07 (-0.36%)
VolumeN/A
Net Assets368.93M
Principal MidCap J
Price$44.12
Change-$0.22 (-0.50%)
VolumeN/A
Net Assets33.21B
IBSAX vs PMBJX Comparison Chart in %
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IBSAX vs. PMBJX 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 PMBJX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 33.2B vs. IBSAX (369M). PMBJX pays higher dividends than IBSAX: PMBJX (0.06) vs IBSAX (0.00). IBSAX was incepted earlier than PMBJX: IBSAX (23 years) vs PMBJX (24 years). IBSAX (1.62) is less costly to investors than PMBJX (0.78). PMBJX is a more actively managed with annual turnover of: 10.50 vs. IBSAX (4.00). IBSAX has a lower initial minimum investment than PMBJX: IBSAX (0) vs PMBJX (1000). PMBJX annual gain was more profitable for investors over the last year : 13.47 vs. IBSAX (-3.99). PMBJX return over 5 years is better than : 55.02 vs. IBSAX (-3.56).
IBSAXPMBJXIBSAX / PMBJX
Total Expense Ratio1.500.78192%
Annual Report Gross Expense Ratio1.620.78208%
Fund Existence23 years24 years-
Gain YTD-3.2298.650-37%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets369M33.2B1%
Annual Yield % from dividends0.000.06-
Returns for 1 year-3.9913.47-30%
Returns for 3 years-7.7748.88-16%
Returns for 5 years-3.5655.02-6%
Returns for 10 years-36.91103.26-36%
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