IBSSX
Price
$15.10
Change
-$1.72 (-10.23%)
Updated
Feb 3 closing price
Net Assets
261.85M
PMBJX
Price
$37.80
Change
-$4.64 (-10.93%)
Updated
Feb 3 closing price
Net Assets
30.27B
Interact to see
Advertisement

IBSSX vs PMBJX

Header iconIBSSX vs PMBJX Comparison
Open Charts IBSSX vs PMBJXBanner chart's image
VY® Baron Growth S
Price$15.10
Change-$1.72 (-10.23%)
VolumeN/A
Net Assets261.85M
Principal MidCap J
Price$37.80
Change-$4.64 (-10.93%)
VolumeN/A
Net Assets30.27B
IBSSX vs PMBJX Comparison Chart in %
View a ticker or compare two or three
VS
IBSSX vs. PMBJX commentary
Feb 05, 2026

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 Hold and PMBJX is a Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 30.3B vs. IBSSX (262M). IBSSX pays higher dividends than PMBJX: IBSSX (0.30) vs PMBJX (0.00). IBSSX was incepted earlier than PMBJX: IBSSX (24 years) vs PMBJX (25 years). IBSSX (1.37) is less costly to investors than PMBJX (0.78). PMBJX is a more actively managed with annual turnover of: 13.70 vs. IBSSX (4.00). IBSSX has a lower initial minimum investment than PMBJX: IBSSX (0) vs PMBJX (1000). PMBJX annual gain was more profitable for investors over the last year : -11.50 vs. IBSSX (-37.25). PMBJX return over 5 years is better than : 11.44 vs. IBSSX (-49.71).
IBSSXPMBJXIBSSX / PMBJX
Total Expense Ratio1.250.78160%
Annual Report Gross Expense Ratio1.370.78176%
Fund Existence24 years25 years-
Gain YTD-8.926-2.953302%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets262M30.3B1%
Annual Yield % from dividends0.300.00-
Returns for 1 year-37.25-11.50324%
Returns for 3 years-37.5620.26-185%
Returns for 5 years-49.7111.44-435%
Returns for 10 years-38.03114.81-33%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
GPEOX10.910.31
+2.92%
Grandeur Peak Emerg Mkts Opps Inv
FPACX44.33N/A
N/A
FPA Crescent
TQCCX20.35-0.03
-0.15%
Touchstone Dividend Equity C
BCAIX38.83-0.10
-0.26%
Boston Common ESG Impact Intl
CIESX27.17-0.45
-1.63%
Calvert International Equity R6