Ad is loading...
BARAX vs PEMGX
BARAX vs PEMGX Comparison
Open Charts BARAX vs PEMGX
BARAX vs PEMGX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BARAX vs. PEMGX commentary
Apr 17, 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 Buy.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 28.6B vs. BARAX (3.94B). 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 (0.95). PEMGX is a more actively managed with annual turnover of: 10.50 vs. BARAX (5.48). 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 : 7.70 vs. BARAX (-11.50). PEMGX return over 5 years is better than : 62.03 vs. BARAX (7.82).
| BARAX | PEMGX | BARAX / PEMGX | |
| Total Expense Ratio | 1.29 | 0.95 | 136% |
| Annual Report Gross Expense Ratio | 1.29 | 0.95 | 136% |
| Fund Existence | 38 years | 20 years | - |
| Gain YTD | -5.620 | -3.473 | 162% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.94B | 28.6B | 14% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -11.50 | 7.70 | -149% |
| Returns for 3 years | -10.20 | 18.66 | -55% |
| Returns for 5 years | 7.82 | 62.03 | 13% |
| Returns for 10 years | 31.07 | 79.45 | 39% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| SCHY | 25.34 | 0.16 | +0.64% |
| Schwab International Dividend Equity ETF | |||
| CVY | 23.45 | 0.06 | +0.26% |
| Invesco Zacks Multi-Asset Income ETF | |||
| VONV | 77.09 | -0.96 | -1.23% |
| Vanguard Russell 1000 Value ETF | |||
| RSPE | 24.07 | -0.36 | -1.49% |
| Invesco ESG S&P 500 Equal Weight ETF | |||
| XVV | 40.17 | -1.06 | -2.56% |
| iShares ESG Select Screened S&P 500 ETF | |||