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BARAX vs PEMGX
BARAX vs PEMGX Comparison
Open Charts BARAX vs PEMGX
BARAX vs PEMGX Comparison Chart in %
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BARAX vs. PEMGX commentary
Aug 08, 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 Hold and PEMGX is a Buy.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 32.4B vs. BARAX (4.11B). 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 : 14.13 vs. BARAX (-4.68). PEMGX return over 5 years is better than : 45.33 vs. BARAX (-6.04).
| 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 | 2.257 | 5.913 | 38% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.11B | 32.4B | 13% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -4.68 | 14.13 | -33% |
| Returns for 3 years | 3.61 | 35.43 | 10% |
| Returns for 5 years | -6.04 | 45.33 | -13% |
| Returns for 10 years | 38.32 | 94.36 | 41% |
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