BARAX
Price
$92.38
Change
-$0.33 (-0.36%)
Updated
May 23 closing price
Net Assets
3.9B
PMBPX
Price
$43.91
Change
-$0.32 (-0.72%)
Updated
May 23 closing price
Net Assets
30.54B
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BARAX vs PMBPX

Header iconBARAX vs PMBPX Comparison
Open Charts BARAX vs PMBPXBanner chart's image
Baron Asset Retail
Price$92.38
Change-$0.33 (-0.36%)
VolumeN/A
Net Assets3.9B
Principal MidCap R5
Price$43.91
Change-$0.32 (-0.72%)
VolumeN/A
Net Assets30.54B
BARAX vs PMBPX Comparison Chart
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BARAX vs. PMBPX 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 PMBPX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 30.5B vs. BARAX (3.9B). PMBPX pays higher dividends than BARAX: PMBPX (0.01) vs BARAX (0.00). BARAX was incepted earlier than PMBPX: BARAX (38 years) vs PMBPX (24 years). BARAX (1.29) is less costly to investors than PMBPX (0.83). PMBPX is a more actively managed with annual turnover of: 10.50 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 : 7.96 vs. BARAX (-9.64). PMBPX return over 5 years is better than : 63.01 vs. BARAX (7.90).
BARAXPMBPXBARAX / PMBPX
Total Expense Ratio1.290.83155%
Annual Report Gross Expense Ratio1.290.83155%
Fund Existence38 years24 years-
Gain YTD1.6101.86486%
Front LoadN/AN/A-
Min. Initial Investment20000-
Min. Initial Investment IRAN/AN/A-
Net Assets3.9B30.5B13%
Annual Yield % from dividends0.000.01-
Returns for 1 year-9.647.96-121%
Returns for 3 years11.7941.0929%
Returns for 5 years7.9063.0113%
Returns for 10 years38.9790.0043%
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