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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 03, 2026
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: 23.1B vs. BARAX (3.46B). BARAX (0.00) and PEMGX (0.00) have matching dividends . BARAX was incepted earlier than PEMGX: BARAX (39 years) vs PEMGX (21 years). BARAX (1.31) is less costly to investors than PEMGX (0.90). PEMGX is a more actively managed with annual turnover of: 13.70 vs. BARAX (6.00). PEMGX has a lower initial minimum investment than BARAX: PEMGX (1000) vs BARAX (2000). BARAX annual gain was more profitable for investors over the last year : -9.90 vs. PEMGX (-14.48). PEMGX return over 5 years is better than : -5.82 vs. BARAX (-31.62).
| BARAX | PEMGX | BARAX / PEMGX | |
| Total Expense Ratio | 1.31 | 0.90 | 146% |
| Annual Report Gross Expense Ratio | 1.31 | 0.90 | 146% |
| Fund Existence | 39 years | 21 years | - |
| Gain YTD | -3.487 | -4.591 | 76% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.46B | 23.1B | 15% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -9.90 | -14.48 | 68% |
| Returns for 3 years | -11.55 | 11.28 | -102% |
| Returns for 5 years | -31.62 | -5.82 | 544% |
| Returns for 10 years | 42.10 | 76.25 | 55% |
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