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BARIX
Price
$115.99
Change
-$2.51 (-2.12%)
Updated
Nov 15 closing price
PEMGX
Price
$45.16
Change
-$0.64 (-1.40%)
Updated
Nov 15 closing price
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BARIX vs PEMGX

Header iconBARIX vs PEMGX Comparison
Open Charts BARIX vs PEMGXBanner chart's image
Baron Asset Instl
Price$115.99
Change-$2.51 (-2.12%)
VolumeN/A
CapitalizationN/A
Principal MidCap A
Price$45.16
Change-$0.64 (-1.40%)
VolumeN/A
CapitalizationN/A
BARIX vs PEMGX Comparison Chart
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BARIX vs. PEMGX commentary
Nov 18, 2024

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 Buy and PEMGX is a Buy.

FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 29.3B vs. BARIX (4.32B). BARIX (0.00) and PEMGX (0.00) have matching dividends . BARIX was incepted earlier than PEMGX: BARIX (15 years) vs PEMGX (19 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 : 28.88 vs. BARIX (17.04). PEMGX return over 5 years is better than : 47.78 vs. BARIX (30.60).
BARIXPEMGXBARIX / PEMGX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence15 years19 years-
Gain YTD11.54022.98550%
Front LoadN/AN/A-
Min. Initial Investment10000001000100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets4.32B29.3B15%
Annual Yield % from dividends0.000.00-
Returns for 1 year17.0428.8859%
Returns for 3 years-14.632.40-609%
Returns for 5 years30.6047.7864%
Returns for 10 years68.66102.9867%
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