IBSSX
Price
$16.52
Change
+$0.16 (+0.98%)
Updated
Dec 3 closing price
Net Assets
304.13M
PCBIX
Price
$45.58
Change
+$0.35 (+0.77%)
Updated
Dec 3 closing price
Net Assets
31.57B
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IBSSX vs PCBIX

Header iconIBSSX vs PCBIX Comparison
Open Charts IBSSX vs PCBIXBanner chart's image
VY® Baron Growth S
Price$16.52
Change+$0.16 (+0.98%)
VolumeN/A
Net Assets304.13M
Principal MidCap Institutional
Price$45.58
Change+$0.35 (+0.77%)
VolumeN/A
Net Assets31.57B
IBSSX vs PCBIX Comparison Chart in %
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IBSSX vs. PCBIX commentary
Dec 04, 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 IBSSX is a Buy and PCBIX is a Hold.

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FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 31.6B vs. IBSSX (304M). IBSSX pays higher dividends than PCBIX: IBSSX (0.29) vs PCBIX (0.12). IBSSX was incepted earlier than PCBIX: IBSSX (24 years) vs PCBIX (25 years). IBSSX (1.37) is less costly to investors than PCBIX (0.67). PCBIX is a more actively managed with annual turnover of: 10.50 vs. IBSSX (4.00). IBSSX (0) and PCBIX (0) have matching initial minimum investment requirements. PCBIX annual gain was more profitable for investors over the last year : -7.72 vs. IBSSX (-33.77). PCBIX return over 5 years is better than : 28.55 vs. IBSSX (-39.89).
IBSSXPCBIXIBSSX / PCBIX
Total Expense Ratio1.250.67187%
Annual Report Gross Expense Ratio1.370.67204%
Fund Existence24 years25 years-
Gain YTD-30.1381.907-1,580%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets304M31.6B1%
Annual Yield % from dividends0.290.12234%
Returns for 1 year-33.77-7.72438%
Returns for 3 years-29.9033.03-91%
Returns for 5 years-39.8928.55-140%
Returns for 10 years-41.24101.44-41%
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