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BARAX vs PEMGX
BARAX vs PEMGX Comparison
Open Charts BARAX vs PEMGX
BARAX vs PEMGX Comparison Chart
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BARAX vs. PEMGX commentary
Nov 15, 2024
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: 30B vs. BARAX (4.32B). BARAX (0.00) and PEMGX (0.00) have matching dividends . BARAX was incepted earlier than PEMGX: BARAX (37 years) vs PEMGX (19 years). PEMGX is a more actively managed with annual turnover of: 10.10 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 : 31.55 vs. BARAX (20.74). PEMGX return over 5 years is better than : 51.45 vs. BARAX (32.23).
| BARAX | PEMGX | BARAX / PEMGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 37 years | 19 years | - |
| Gain YTD | 15.036 | 26.035 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.32B | 30B | 14% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 20.74 | 31.55 | 66% |
| Returns for 3 years | -12.12 | 5.28 | -230% |
| Returns for 5 years | 32.23 | 51.45 | 63% |
| Returns for 10 years | 67.44 | 109.24 | 62% |