IBSSX
Price
$23.01
Change
+$0.16 (+0.70%)
Updated
Jul 3 closing price
Net Assets
377.71M
PMBMX
Price
$43.65
Change
+$0.45 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
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IBSSX vs PMBMX

Header iconIBSSX vs PMBMX Comparison
Open Charts IBSSX vs PMBMXBanner chart's image
VY® Baron Growth S
Price$23.01
Change+$0.16 (+0.70%)
VolumeN/A
Net Assets377.71M
Principal MidCap R3
Price$43.65
Change+$0.45 (+1.04%)
VolumeN/A
Net Assets32.28B
IBSSX vs PMBMX Comparison Chart in %
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IBSSX vs. PMBMX 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 PMBMX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 32.3B vs. IBSSX (378M). PMBMX pays higher dividends than IBSSX: PMBMX (0.02) vs IBSSX (0.00). IBSSX was incepted earlier than PMBMX: IBSSX (23 years) vs PMBMX (25 years). IBSSX (1.37) is less costly to investors than PMBMX (1.14). PMBMX is a more actively managed with annual turnover of: 10.50 vs. IBSSX (4.00). IBSSX (0) and PMBMX (0) have matching initial minimum investment requirements. PMBMX annual gain was more profitable for investors over the last year : 14.80 vs. IBSSX (1.54). PMBMX return over 5 years is better than : 55.71 vs. IBSSX (6.04).
IBSSXPMBMXIBSSX / PMBMX
Total Expense Ratio1.251.14110%
Annual Report Gross Expense Ratio1.371.14120%
Fund Existence23 years25 years-
Gain YTD-2.2516.854-33%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets378M32.3B1%
Annual Yield % from dividends0.000.02-
Returns for 1 year1.5414.8010%
Returns for 3 years0.3950.191%
Returns for 5 years6.0455.7111%
Returns for 10 years-28.0894.74-30%
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