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BARIX vs PEMGX
BARIX vs PEMGX Comparison
Open Charts BARIX vs PEMGX
BARIX vs PEMGX Comparison Chart
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BARIX vs. PEMGX commentary
Apr 04, 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 Hold and PEMGX is a Buy.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 29.8B vs. BARIX (4.13B). BARIX (0.00) and PEMGX (0.00) have matching dividends . BARIX was incepted earlier than PEMGX: BARIX (16 years) vs PEMGX (20 years). BARIX (1.04) is less costly to investors than PEMGX (0.95). PEMGX is a more actively managed with annual turnover of: 10.50 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 : 7.33 vs. BARIX (-10.99). PEMGX return over 5 years is better than : 101.64 vs. BARIX (34.45).
| BARIX | PEMGX | BARIX / PEMGX | |
| Total Expense Ratio | 1.04 | 0.95 | 109% |
| Annual Report Gross Expense Ratio | 1.04 | 0.95 | 109% |
| Fund Existence | 16 years | 20 years | - |
| Gain YTD | -1.762 | 1.009 | -175% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.13B | 29.8B | 14% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -10.99 | 7.33 | -150% |
| Returns for 3 years | -9.51 | 19.09 | -50% |
| Returns for 5 years | 34.45 | 101.64 | 34% |
| Returns for 10 years | 42.65 | 86.08 | 50% |
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