IBSAX
Price
$19.41
Change
-$0.07 (-0.36%)
Updated
Jul 28 closing price
Net Assets
368.93M
PMBPX
Price
$46.97
Change
-$0.23 (-0.49%)
Updated
Jul 28 closing price
Net Assets
33.21B
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IBSAX vs PMBPX

Header iconIBSAX vs PMBPX Comparison
Open Charts IBSAX vs PMBPXBanner chart's image
VY® Baron Growth A
Price$19.41
Change-$0.07 (-0.36%)
VolumeN/A
Net Assets368.93M
Principal MidCap R5
Price$46.97
Change-$0.23 (-0.49%)
VolumeN/A
Net Assets33.21B
IBSAX vs PMBPX Comparison Chart in %
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IBSAX vs. PMBPX 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 PMBPX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 33.2B vs. IBSAX (369M). PMBPX pays higher dividends than IBSAX: PMBPX (0.01) vs IBSAX (0.00). IBSAX was incepted earlier than PMBPX: IBSAX (23 years) vs PMBPX (25 years). IBSAX (1.62) is less costly to investors than PMBPX (0.83). PMBPX is a more actively managed with annual turnover of: 10.50 vs. IBSAX (4.00). IBSAX (0) and PMBPX (0) have matching initial minimum investment requirements. PMBPX annual gain was more profitable for investors over the last year : 13.61 vs. IBSAX (-3.99). PMBPX return over 5 years is better than : 56.25 vs. IBSAX (-3.56).
IBSAXPMBPXIBSAX / PMBPX
Total Expense Ratio1.500.83181%
Annual Report Gross Expense Ratio1.620.83195%
Fund Existence23 years25 years-
Gain YTD-3.2298.606-38%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets369M33.2B1%
Annual Yield % from dividends0.000.01-
Returns for 1 year-3.9913.61-29%
Returns for 3 years-7.7749.38-16%
Returns for 5 years-3.5656.25-6%
Returns for 10 years-36.91107.27-34%
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