IBSAX
Price
$19.66
Change
+$0.13 (+0.67%)
Updated
Jul 3 closing price
Net Assets
377.71M
PMBPX
Price
$46.52
Change
+$0.48 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
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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$19.66
Change+$0.13 (+0.67%)
VolumeN/A
Net Assets377.71M
Principal MidCap R5
Price$46.52
Change+$0.48 (+1.04%)
VolumeN/A
Net Assets32.28B
IBSAX vs PMBPX Comparison Chart in %
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IBSAX vs. PMBPX 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 PMBPX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32.3B vs. IBSAX (378M). 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 : 15.41 vs. IBSAX (0.56). PMBPX return over 5 years is better than : 59.60 vs. IBSAX (0.51).
IBSAXPMBPXIBSAX / PMBPX
Total Expense Ratio1.500.83181%
Annual Report Gross Expense Ratio1.620.83195%
Fund Existence23 years25 years-
Gain YTD-2.3357.041-33%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets378M32.3B1%
Annual Yield % from dividends0.000.01-
Returns for 1 year0.5615.414%
Returns for 3 years-3.5352.39-7%
Returns for 5 years0.5159.601%
Returns for 10 years-36.63104.46-35%
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