IBSSX
Price
$22.80
Change
+$0.12 (+0.53%)
Updated
Jul 25 closing price
Net Assets
368.93M
PMAQX
Price
$48.54
Change
+$0.35 (+0.73%)
Updated
Jul 25 closing price
Net Assets
33.21B
Interact to see
Advertisement

IBSSX vs PMAQX

Header iconIBSSX vs PMAQX Comparison
Open Charts IBSSX vs PMAQXBanner chart's image
VY® Baron Growth S
Price$22.80
Change+$0.12 (+0.53%)
VolumeN/A
Net Assets368.93M
Principal MidCap R6
Price$48.54
Change+$0.35 (+0.73%)
VolumeN/A
Net Assets33.21B
IBSSX vs PMAQX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
IBSSX vs. PMAQX commentary
Jul 27, 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.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
PMAQX has more cash in the bank: 33.2B vs. IBSSX (369M). 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 : 13.98 vs. IBSSX (-3.02). PMAQX return over 5 years is better than : 58.81 vs. IBSSX (1.79).
IBSSXPMAQXIBSSX / PMAQX
Total Expense Ratio1.250.59212%
Annual Report Gross Expense Ratio1.370.59232%
Fund Existence23 years9 years-
Gain YTD-3.1448.761-36%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets369M33.2B1%
Annual Yield % from dividends0.000.19-
Returns for 1 year-3.0213.98-22%
Returns for 3 years-4.0450.84-8%
Returns for 5 years1.7958.813%
Returns for 10 years-28.40N/A-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
EQWL112.200.22
+0.20%
Invesco S&P 100 Equal Weight ETF
MRCP29.98N/A
N/A
PGIM S&P 500 Buffer 12 ETF - Mar
LIAV233.21N/A
N/A
LifeX 2061 Infl-Prt Longevity Inc ETF
MMIN22.88-0.02
-0.09%
NYLI MacKay Muni Insured ETF
EMC29.70-0.06
-0.22%
Global X Emerging Mkts Great Cnsmr ETF