BARAX
Price
$91.75
Change
+$0.99 (+1.09%)
Updated
Jan 3 closing price
PEMGX
Price
$42.73
Change
+$0.33 (+0.78%)
Updated
Jan 3 closing price
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BARAX vs PEMGX

Header iconBARAX vs PEMGX Comparison
Open Charts BARAX vs PEMGXBanner chart's image
Baron Asset Retail
Price$91.75
Change+$0.99 (+1.09%)
VolumeN/A
CapitalizationN/A
Principal MidCap A
Price$42.73
Change+$0.33 (+0.78%)
VolumeN/A
CapitalizationN/A
BARAX vs PEMGX Comparison Chart
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BARAX vs. PEMGX commentary
Jan 06, 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.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 28.7B vs. BARAX (4.56B). BARAX (0.00) and PEMGX (0.00) have matching dividends . BARAX was incepted earlier than PEMGX: BARAX (38 years) vs PEMGX (20 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 : 20.23 vs. BARAX (-3.05). PEMGX return over 5 years is better than : 41.07 vs. BARAX (5.36).
BARAXPEMGXBARAX / PEMGX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence38 years20 years-
Gain YTD0.5150.258199%
Front LoadN/AN/A-
Min. Initial Investment20001000200%
Min. Initial Investment IRAN/AN/A-
Net Assets4.56B28.7B16%
Annual Yield % from dividends0.000.00-
Returns for 1 year-3.0520.23-15%
Returns for 3 years-19.607.50-261%
Returns for 5 years5.3641.0713%
Returns for 10 years48.94104.7147%
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