BARAX
Price
$91.43
Change
-$0.35 (-0.38%)
Updated
Oct 9 closing price
Net Assets
3.77B
PMBPX
Price
$45.20
Change
-$0.34 (-0.75%)
Updated
Oct 9 closing price
Net Assets
32.88B
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BARAX vs PMBPX

Header iconBARAX vs PMBPX Comparison
Open Charts BARAX vs PMBPXBanner chart's image
Baron Asset Retail
Price$91.43
Change-$0.35 (-0.38%)
VolumeN/A
Net Assets3.77B
Principal MidCap R5
Price$45.20
Change-$0.34 (-0.75%)
VolumeN/A
Net Assets32.88B
BARAX vs PMBPX Comparison Chart in %
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BARAX vs. PMBPX commentary
Oct 10, 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: 32.9B vs. BARAX (3.77B). PMBPX pays higher dividends than BARAX: PMBPX (0.01) vs BARAX (0.00). BARAX was incepted earlier than PMBPX: BARAX (38 years) vs PMBPX (25 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 (4.00). 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 : 1.68 vs. BARAX (-15.78). PMBPX return over 5 years is better than : 39.02 vs. BARAX (-12.41).
BARAXPMBPXBARAX / PMBPX
Total Expense Ratio1.290.83155%
Annual Report Gross Expense Ratio1.290.83155%
Fund Existence38 years25 years-
Gain YTD0.1654.7863%
Front LoadN/AN/A-
Min. Initial Investment20000-
Min. Initial Investment IRAN/AN/A-
Net Assets3.77B32.9B11%
Annual Yield % from dividends0.000.01-
Returns for 1 year-15.781.68-938%
Returns for 3 years16.4654.9130%
Returns for 5 years-12.4139.02-32%
Returns for 10 years44.17107.9641%
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