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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
Jul 14, 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: 23.7B vs. BARAX (3.8B). 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 : -3.42 vs. PEMGX (-13.38). PEMGX return over 5 years is better than : -2.33 vs. BARAX (-24.55).
| 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 | 3.475 | -4.297 | -81% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.8B | 23.7B | 16% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -3.42 | -13.38 | 26% |
| Returns for 3 years | -5.70 | 11.31 | -50% |
| Returns for 5 years | -24.55 | -2.33 | 1,054% |
| Returns for 10 years | 54.23 | 77.19 | 70% |
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