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BARAX vs PEMGX
BARAX vs PEMGX Comparison
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BARAX vs PEMGX Comparison Chart in %
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BARAX vs. PEMGX commentary
Aug 30, 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: 32.9B vs. BARAX (4.03B). 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 : 7.47 vs. BARAX (-10.61). PEMGX return over 5 years is better than : 43.18 vs. BARAX (-7.27).
| 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 | 2.574 | 7.367 | 35% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.03B | 32.9B | 12% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -10.61 | 7.47 | -142% |
| Returns for 3 years | 10.50 | 43.76 | 24% |
| Returns for 5 years | -7.27 | 43.18 | -17% |
| Returns for 10 years | 51.95 | 114.82 | 45% |
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