BARIX
Price
$98.43
Change
-$1.60 (-1.60%)
Updated
Feb 21 closing price
Net Assets
4.38B
PEMGX
Price
$43.41
Change
-$0.75 (-1.70%)
Updated
Feb 21 closing price
Net Assets
29.57B
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BARIX vs PEMGX

Header iconBARIX vs PEMGX Comparison
Open Charts BARIX vs PEMGXBanner chart's image
Baron Asset Instl
Price$98.43
Change-$1.60 (-1.60%)
VolumeN/A
Net Assets4.38B
Principal MidCap A
Price$43.41
Change-$0.75 (-1.70%)
VolumeN/A
Net Assets29.57B
BARIX vs PEMGX Comparison Chart
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BARIX vs. PEMGX 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 BARIX is a StrongBuy and PEMGX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 29.6B vs. BARIX (4.38B). BARIX (0.00) and PEMGX (0.00) have matching dividends . BARIX was incepted earlier than PEMGX: BARIX (16 years) vs PEMGX (20 years). PEMGX is a more actively managed with annual turnover of: 10.10 vs. BARIX (5.48). PEMGX has a lower initial minimum investment than BARIX: PEMGX (1000) vs BARIX (1000000). PEMGX annual gain was more profitable for investors over the last year : 12.29 vs. BARIX (-7.62). PEMGX return over 5 years is better than : 34.02 vs. BARIX (2.62).
BARIXPEMGXBARIX / PEMGX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence16 years20 years-
Gain YTD0.2751.85415%
Front LoadN/AN/A-
Min. Initial Investment10000001000100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets4.38B29.6B15%
Annual Yield % from dividends0.000.00-
Returns for 1 year-7.6212.29-62%
Returns for 3 years-2.4327.30-9%
Returns for 5 years2.6234.028%
Returns for 10 years47.4689.1153%
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