IBSAX
Price
$19.41
Change
-$0.07 (-0.36%)
Updated
Jul 28 closing price
Net Assets
368.93M
PMBMX
Price
$44.07
Change
-$0.22 (-0.50%)
Updated
Jul 28 closing price
Net Assets
33.21B
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IBSAX vs PMBMX

Header iconIBSAX vs PMBMX Comparison
Open Charts IBSAX vs PMBMXBanner chart's image
VY® Baron Growth A
Price$19.41
Change-$0.07 (-0.36%)
VolumeN/A
Net Assets368.93M
Principal MidCap R3
Price$44.07
Change-$0.22 (-0.50%)
VolumeN/A
Net Assets33.21B
IBSAX vs PMBMX Comparison Chart in %
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IBSAX vs. PMBMX 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 PMBMX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 33.2B vs. IBSAX (369M). PMBMX pays higher dividends than IBSAX: PMBMX (0.02) vs IBSAX (0.00). IBSAX was incepted earlier than PMBMX: IBSAX (23 years) vs PMBMX (25 years). IBSAX (1.62) is less costly to investors than PMBMX (1.14). PMBMX is a more actively managed with annual turnover of: 10.50 vs. IBSAX (4.00). IBSAX (0) and PMBMX (0) have matching initial minimum investment requirements. PMBMX annual gain was more profitable for investors over the last year : 13.04 vs. IBSAX (-3.99). PMBMX return over 5 years is better than : 52.44 vs. IBSAX (-3.56).
IBSAXPMBMXIBSAX / PMBMX
Total Expense Ratio1.501.14132%
Annual Report Gross Expense Ratio1.621.14142%
Fund Existence23 years25 years-
Gain YTD-3.2298.421-38%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets369M33.2B1%
Annual Yield % from dividends0.000.02-
Returns for 1 year-3.9913.04-31%
Returns for 3 years-7.7747.27-16%
Returns for 5 years-3.5652.44-7%
Returns for 10 years-36.9197.42-38%
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