IBSSX
Price
$22.80
Change
+$0.12 (+0.53%)
Updated
Jul 25 closing price
Net Assets
368.93M
PMBJX
Price
$44.34
Change
+$0.32 (+0.73%)
Updated
Jul 25 closing price
Net Assets
33.21B
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$22.80
Change+$0.12 (+0.53%)
VolumeN/A
Net Assets368.93M
Principal MidCap J
Price$44.34
Change+$0.32 (+0.73%)
VolumeN/A
Net Assets33.21B
IBSSX vs PMBJX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
IBSSX vs. PMBJX 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 PMBJX is a StrongBuy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 33.2B vs. IBSSX (369M). PMBJX pays higher dividends than IBSSX: PMBJX (0.06) vs IBSSX (0.00). IBSSX was incepted earlier than PMBJX: IBSSX (23 years) vs PMBJX (24 years). IBSSX (1.37) is less costly to investors than PMBJX (0.78). PMBJX is a more actively managed with annual turnover of: 10.50 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 : 13.47 vs. IBSSX (-3.02). PMBJX return over 5 years is better than : 55.02 vs. IBSSX (1.79).
IBSSXPMBJXIBSSX / PMBJX
Total Expense Ratio1.250.78160%
Annual Report Gross Expense Ratio1.370.78176%
Fund Existence23 years24 years-
Gain YTD-3.1448.650-36%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets369M33.2B1%
Annual Yield % from dividends0.000.06-
Returns for 1 year-3.0213.47-22%
Returns for 3 years-4.0448.88-8%
Returns for 5 years1.7955.023%
Returns for 10 years-28.40103.26-28%
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 %
SPSM44.030.27
+0.62%
SPDR® Portfolio S&P 600™ Sm Cap ETF
PRIV25.080.07
+0.28%
SPDR SSGA Apollo IG Public & Private Credit ETF
PBJA29.490.05
+0.17%
PGIM S&P 500 Buffer 20 ETF - Jan
KOKU112.01N/A
N/A
Xtrackers MSCI Kokusai Equity ETF
HYZD22.51-0.01
-0.04%
WisdomTree Interest Rt Hdg Hi Yld Bd ETF