IBSSX
Price
$23.01
Change
+$0.16 (+0.70%)
Updated
Jul 3 closing price
Net Assets
377.71M
PMBCX
Price
$37.40
Change
+$0.38 (+1.03%)
Updated
Jul 3 closing price
Net Assets
32.28B
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IBSSX vs PMBCX

Header iconIBSSX vs PMBCX Comparison
Open Charts IBSSX vs PMBCXBanner chart's image
VY® Baron Growth S
Price$23.01
Change+$0.16 (+0.70%)
VolumeN/A
Net Assets377.71M
Principal MidCap C
Price$37.40
Change+$0.38 (+1.03%)
VolumeN/A
Net Assets32.28B
IBSSX vs PMBCX Comparison Chart in %
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IBSSX vs. PMBCX 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 PMBCX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBCX has more cash in the bank: 32.3B vs. IBSSX (378M). IBSSX (0.00) and PMBCX (0.00) have matching dividends . IBSSX was incepted earlier than PMBCX: IBSSX (23 years) vs PMBCX (18 years). PMBCX (1.75) is less costly to investors than IBSSX (1.37). PMBCX is a more actively managed with annual turnover of: 10.50 vs. IBSSX (4.00). IBSSX has a lower initial minimum investment than PMBCX: IBSSX (0) vs PMBCX (1000). PMBCX annual gain was more profitable for investors over the last year : 13.57 vs. IBSSX (1.54). PMBCX return over 5 years is better than : 47.59 vs. IBSSX (6.04).
IBSSXPMBCXIBSSX / PMBCX
Total Expense Ratio1.251.7571%
Annual Report Gross Expense Ratio1.371.7578%
Fund Existence23 years18 years-
Gain YTD-2.2516.553-34%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets378M32.3B1%
Annual Yield % from dividends0.000.00-
Returns for 1 year1.5413.5711%
Returns for 3 years0.3945.581%
Returns for 5 years6.0447.5913%
Returns for 10 years-28.0875.67-37%
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