IBSSX
Price
$22.22
Change
-$0.33 (-1.46%)
Updated
Jun 13 closing price
Net Assets
377.74M
PMBJX
Price
$41.61
Change
-$0.64 (-1.51%)
Updated
Jun 13 closing price
Net Assets
30.56B
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$22.22
Change-$0.33 (-1.46%)
VolumeN/A
Net Assets377.74M
Principal MidCap J
Price$41.61
Change-$0.64 (-1.51%)
VolumeN/A
Net Assets30.56B
IBSSX vs PMBJX Comparison Chart
Loading...
View a ticker or compare two or three
VS
IBSSX vs. PMBJX commentary
Jun 16, 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: 30.6B 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 : 10.12 vs. IBSSX (-1.72). PMBJX return over 5 years is better than : 53.13 vs. IBSSX (6.57).
IBSSXPMBJXIBSSX / PMBJX
Total Expense Ratio1.250.78160%
Annual Report Gross Expense Ratio1.370.78176%
Fund Existence23 years24 years-
Gain YTD-5.6071.960-286%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets378M30.6B1%
Annual Yield % from dividends0.000.06-
Returns for 1 year-1.7210.12-17%
Returns for 3 years1.1448.962%
Returns for 5 years6.5753.1312%
Returns for 10 years-30.4488.94-34%
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 %
NVDS17.000.50
+3.03%
Tradr 1.5X Short NVDA Daily ETF
UOCT36.00-0.21
-0.58%
Innovator U.S. Equity Ultra Buf ETF™ Oct
COWZ54.82-0.48
-0.87%
Pacer US Cash Cows 100 ETF
EZA53.30-1.47
-2.68%
iShares MSCI South Africa ETF
BULZ146.63-6.25
-4.09%
MicroSectors™ Slct FANG Inn 3X Lvgd ETNs