IBSSX
Price
$22.80
Change
+$0.12 (+0.53%)
Updated
Jul 25 closing price
Net Assets
368.93M
PMBPX
Price
$47.20
Change
+$0.33 (+0.70%)
Updated
Jul 25 closing price
Net Assets
33.21B
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IBSSX vs PMBPX

Header iconIBSSX vs PMBPX Comparison
Open Charts IBSSX vs PMBPXBanner chart's image
VY® Baron Growth S
Price$22.80
Change+$0.12 (+0.53%)
VolumeN/A
Net Assets368.93M
Principal MidCap R5
Price$47.20
Change+$0.33 (+0.70%)
VolumeN/A
Net Assets33.21B
IBSSX vs PMBPX Comparison Chart in %
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IBSSX vs. PMBPX 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 PMBPX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 33.2B vs. IBSSX (369M). PMBPX pays higher dividends than IBSSX: PMBPX (0.01) vs IBSSX (0.00). IBSSX was incepted earlier than PMBPX: IBSSX (23 years) vs PMBPX (25 years). IBSSX (1.37) is less costly to investors than PMBPX (0.83). PMBPX is a more actively managed with annual turnover of: 10.50 vs. IBSSX (4.00). IBSSX (0) and PMBPX (0) have matching initial minimum investment requirements. PMBPX annual gain was more profitable for investors over the last year : 13.61 vs. IBSSX (-3.02). PMBPX return over 5 years is better than : 56.25 vs. IBSSX (1.79).
IBSSXPMBPXIBSSX / PMBPX
Total Expense Ratio1.250.83151%
Annual Report Gross Expense Ratio1.370.83165%
Fund Existence23 years25 years-
Gain YTD-3.1448.606-37%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets369M33.2B1%
Annual Yield % from dividends0.000.01-
Returns for 1 year-3.0213.61-22%
Returns for 3 years-4.0449.38-8%
Returns for 5 years1.7956.253%
Returns for 10 years-28.40107.27-26%
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