IBSSX
Price
$23.01
Change
+$0.16 (+0.70%)
Updated
Jul 3 closing price
Net Assets
377.71M
PMAQX
Price
$47.82
Change
+$0.49 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
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IBSSX vs PMAQX

Header iconIBSSX vs PMAQX Comparison
Open Charts IBSSX vs PMAQXBanner chart's image
VY® Baron Growth S
Price$23.01
Change+$0.16 (+0.70%)
VolumeN/A
Net Assets377.71M
Principal MidCap R6
Price$47.82
Change+$0.49 (+1.04%)
VolumeN/A
Net Assets32.28B
IBSSX vs PMAQX Comparison Chart in %
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IBSSX vs. PMAQX 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 IBSSX is a Buy and PMAQX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMAQX has more cash in the bank: 32.3B vs. IBSSX (378M). PMAQX pays higher dividends than IBSSX: PMAQX (0.19) vs IBSSX (0.00). IBSSX was incepted earlier than PMAQX: IBSSX (23 years) vs PMAQX (9 years). IBSSX (1.37) is less costly to investors than PMAQX (0.59). PMAQX is a more actively managed with annual turnover of: 10.50 vs. IBSSX (4.00). IBSSX (0) and PMAQX (0) have matching initial minimum investment requirements. PMAQX annual gain was more profitable for investors over the last year : 15.77 vs. IBSSX (1.54). PMAQX return over 5 years is better than : 62.17 vs. IBSSX (6.04).
IBSSXPMAQXIBSSX / PMAQX
Total Expense Ratio1.250.59212%
Annual Report Gross Expense Ratio1.370.59232%
Fund Existence23 years9 years-
Gain YTD-2.2517.148-31%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets378M32.3B1%
Annual Yield % from dividends0.000.19-
Returns for 1 year1.5415.7710%
Returns for 3 years0.3953.801%
Returns for 5 years6.0462.1710%
Returns for 10 years-28.08N/A-
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