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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
May 24, 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 Hold.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 30.5B vs. BARAX (3.9B). 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 (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 : 7.80 vs. BARAX (-9.64). PEMGX return over 5 years is better than : 61.76 vs. BARAX (7.90).
| 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 | 1.610 | 1.830 | 88% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.9B | 30.5B | 13% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -9.64 | 7.80 | -124% |
| Returns for 3 years | 11.79 | 40.50 | 29% |
| Returns for 5 years | 7.90 | 61.76 | 13% |
| Returns for 10 years | 38.97 | 86.79 | 45% |
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