IBSSX
Price
$23.01
Change
+$0.16 (+0.70%)
Updated
Jul 3 closing price
Net Assets
377.71M
PMBPX
Price
$46.52
Change
+$0.48 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
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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$23.01
Change+$0.16 (+0.70%)
VolumeN/A
Net Assets377.71M
Principal MidCap R5
Price$46.52
Change+$0.48 (+1.04%)
VolumeN/A
Net Assets32.28B
IBSSX vs PMBPX Comparison Chart in %
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IBSSX vs. PMBPX 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 PMBPX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32.3B vs. IBSSX (378M). 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 : 15.41 vs. IBSSX (1.54). PMBPX return over 5 years is better than : 59.60 vs. IBSSX (6.04).
IBSSXPMBPXIBSSX / PMBPX
Total Expense Ratio1.250.83151%
Annual Report Gross Expense Ratio1.370.83165%
Fund Existence23 years25 years-
Gain YTD-2.2517.041-32%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets378M32.3B1%
Annual Yield % from dividends0.000.01-
Returns for 1 year1.5415.4110%
Returns for 3 years0.3952.391%
Returns for 5 years6.0459.6010%
Returns for 10 years-28.08104.46-27%
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