Interact to see
Advertisement
Advertisement
BARAX vs PEMGX
BARAX vs PEMGX Comparison
Open Charts BARAX vs PEMGX
BARAX vs PEMGX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BARAX vs. PEMGX commentary
Oct 10, 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 BARAX is a Buy and PEMGX is a Hold.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 32.9B vs. BARAX (3.77B). BARAX (0.00) and PEMGX (0.00) have matching dividends . BARAX was incepted earlier than PEMGX: BARAX (38 years) vs PEMGX (20 years). BARAX (1.29) is less costly to investors than PEMGX (0.91). PEMGX is a more actively managed with annual turnover of: 10.50 vs. BARAX (4.00). PEMGX has a lower initial minimum investment than BARAX: PEMGX (1000) vs BARAX (2000). PEMGX annual gain was more profitable for investors over the last year : 1.50 vs. BARAX (-15.78). PEMGX return over 5 years is better than : 37.97 vs. BARAX (-12.41).
| BARAX | PEMGX | BARAX / PEMGX | |
| Total Expense Ratio | 1.29 | 0.91 | 142% |
| Annual Report Gross Expense Ratio | 1.29 | 0.91 | 142% |
| Fund Existence | 38 years | 20 years | - |
| Gain YTD | 0.165 | 4.693 | 4% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.77B | 32.9B | 11% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -15.78 | 1.50 | -1,051% |
| Returns for 3 years | 16.46 | 54.23 | 30% |
| Returns for 5 years | -12.41 | 37.97 | -33% |
| Returns for 10 years | 44.17 | 104.50 | 42% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement