BARAX
Price
$91.50
Change
-$1.49 (-1.60%)
Updated
Feb 21 closing price
Net Assets
4.38B
PMBPX
Price
$44.27
Change
-$0.76 (-1.69%)
Updated
Feb 21 closing price
Net Assets
29.57B
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BARAX vs PMBPX

Header iconBARAX vs PMBPX Comparison
Open Charts BARAX vs PMBPXBanner chart's image
Baron Asset Retail
Price$91.50
Change-$1.49 (-1.60%)
VolumeN/A
Net Assets4.38B
Principal MidCap R5
Price$44.27
Change-$0.76 (-1.69%)
VolumeN/A
Net Assets29.57B
BARAX vs PMBPX Comparison Chart
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BARAX vs. PMBPX commentary
Feb 23, 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 StrongBuy and PMBPX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 29.6B vs. BARAX (4.38B). BARAX (0.00) and PMBPX (0.00) have matching dividends . BARAX was incepted earlier than PMBPX: BARAX (38 years) vs PMBPX (24 years). PMBPX is a more actively managed with annual turnover of: 10.10 vs. BARAX (5.48). PMBPX has a lower initial minimum investment than BARAX: PMBPX (0) vs BARAX (2000). PMBPX annual gain was more profitable for investors over the last year : 12.43 vs. BARAX (-8.87). PMBPX return over 5 years is better than : 35.10 vs. BARAX (-0.51).
BARAXPMBPXBARAX / PMBPX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence38 years24 years-
Gain YTD0.2411.86413%
Front LoadN/AN/A-
Min. Initial Investment20000-
Min. Initial Investment IRAN/AN/A-
Net Assets4.38B29.6B15%
Annual Yield % from dividends0.000.00-
Returns for 1 year-8.8712.43-71%
Returns for 3 years-4.4327.85-16%
Returns for 5 years-0.5135.10-1%
Returns for 10 years39.8092.3043%
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