IBSAX
Price
$19.66
Change
+$0.13 (+0.67%)
Updated
Jul 3 closing price
Net Assets
377.71M
PMBMX
Price
$43.65
Change
+$0.45 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
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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$19.66
Change+$0.13 (+0.67%)
VolumeN/A
Net Assets377.71M
Principal MidCap R3
Price$43.65
Change+$0.45 (+1.04%)
VolumeN/A
Net Assets32.28B
IBSAX vs PMBMX Comparison Chart in %
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IBSAX vs. PMBMX 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 PMBMX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 32.3B vs. IBSAX (378M). 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 : 14.80 vs. IBSAX (0.56). PMBMX return over 5 years is better than : 55.71 vs. IBSAX (0.51).
IBSAXPMBMXIBSAX / PMBMX
Total Expense Ratio1.501.14132%
Annual Report Gross Expense Ratio1.621.14142%
Fund Existence23 years25 years-
Gain YTD-2.3356.854-34%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets378M32.3B1%
Annual Yield % from dividends0.000.02-
Returns for 1 year0.5614.804%
Returns for 3 years-3.5350.19-7%
Returns for 5 years0.5155.711%
Returns for 10 years-36.6394.74-39%
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