BARAX
Price
$85.20
Change
-$0.95 (-1.10%)
Updated
Apr 16 closing price
Net Assets
3.94B
PMBPX
Price
$41.37
Change
-$0.59 (-1.41%)
Updated
Apr 16 closing price
Net Assets
28.6B
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BARAX vs PMBPX

Header iconBARAX vs PMBPX Comparison
Open Charts BARAX vs PMBPXBanner chart's image
Baron Asset Retail
Price$85.20
Change-$0.95 (-1.10%)
VolumeN/A
Net Assets3.94B
Principal MidCap R5
Price$41.37
Change-$0.59 (-1.41%)
VolumeN/A
Net Assets28.6B
BARAX vs PMBPX Comparison Chart
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BARAX vs. PMBPX commentary
Apr 17, 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 Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 28.6B vs. BARAX (3.94B). 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 (0.84). 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 : 7.85 vs. BARAX (-11.50). PMBPX return over 5 years is better than : 63.22 vs. BARAX (7.82).
BARAXPMBPXBARAX / PMBPX
Total Expense Ratio1.290.84154%
Annual Report Gross Expense Ratio1.290.84154%
Fund Existence38 years24 years-
Gain YTD-5.620-3.451163%
Front LoadN/AN/A-
Min. Initial Investment20000-
Min. Initial Investment IRAN/AN/A-
Net Assets3.94B28.6B14%
Annual Yield % from dividends0.000.01-
Returns for 1 year-11.507.85-147%
Returns for 3 years-10.2019.18-53%
Returns for 5 years7.8263.2212%
Returns for 10 years31.0782.5038%
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