IBSSX
Price
$23.01
Change
+$0.16 (+0.70%)
Updated
Jul 3 closing price
Net Assets
377.71M
PMBJX
Price
$43.69
Change
+$0.45 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
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IBSSX vs PMBJX

Header iconIBSSX vs PMBJX Comparison
Open Charts IBSSX vs PMBJXBanner chart's image
VY® Baron Growth S
Price$23.01
Change+$0.16 (+0.70%)
VolumeN/A
Net Assets377.71M
Principal MidCap J
Price$43.69
Change+$0.45 (+1.04%)
VolumeN/A
Net Assets32.28B
IBSSX vs PMBJX Comparison Chart in %
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IBSSX vs. PMBJX 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 PMBJX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 32.3B vs. IBSSX (378M). 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 : 15.26 vs. IBSSX (1.54). PMBJX return over 5 years is better than : 58.39 vs. IBSSX (6.04).
IBSSXPMBJXIBSSX / PMBJX
Total Expense Ratio1.250.78160%
Annual Report Gross Expense Ratio1.370.78176%
Fund Existence23 years24 years-
Gain YTD-2.2517.057-32%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets378M32.3B1%
Annual Yield % from dividends0.000.06-
Returns for 1 year1.5415.2610%
Returns for 3 years0.3951.791%
Returns for 5 years6.0458.3910%
Returns for 10 years-28.08100.46-28%
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