IBSAX
Price
$19.66
Change
+$0.13 (+0.67%)
Updated
Jul 3 closing price
Net Assets
377.71M
PMBJX
Price
$43.69
Change
+$0.45 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
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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$19.66
Change+$0.13 (+0.67%)
VolumeN/A
Net Assets377.71M
Principal MidCap J
Price$43.69
Change+$0.45 (+1.04%)
VolumeN/A
Net Assets32.28B
IBSAX vs PMBJX Comparison Chart in %
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IBSAX vs. PMBJX 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 PMBJX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 32.3B vs. IBSAX (378M). 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 : 15.26 vs. IBSAX (0.56). PMBJX return over 5 years is better than : 58.39 vs. IBSAX (0.51).
IBSAXPMBJXIBSAX / PMBJX
Total Expense Ratio1.500.78192%
Annual Report Gross Expense Ratio1.620.78208%
Fund Existence23 years24 years-
Gain YTD-2.3357.057-33%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets378M32.3B1%
Annual Yield % from dividends0.000.06-
Returns for 1 year0.5615.264%
Returns for 3 years-3.5351.79-7%
Returns for 5 years0.5158.391%
Returns for 10 years-36.63100.46-36%
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