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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
Jun 20, 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 Hold and PEMGX is a Hold.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 24B vs. BARAX (4.14B). 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 : 4.62 vs. PEMGX (-12.11). PEMGX return over 5 years is better than : -0.83 vs. BARAX (-17.00).
| 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 | 10.992 | -6.064 | -181% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.14B | 24B | 17% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 4.62 | -12.11 | -38% |
| Returns for 3 years | 5.09 | 13.87 | 37% |
| Returns for 5 years | -17.00 | -0.83 | 2,049% |
| Returns for 10 years | 69.78 | 80.37 | 87% |
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