Ad is loading...
BARIX vs PEMGX
BARIX vs PEMGX Comparison
Open Charts BARIX vs PEMGX
BARIX vs PEMGX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BARIX vs. PEMGX commentary
Jan 19, 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 Buy and PEMGX is a Hold.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 29.3B vs. BARIX (4.21B). 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 : 19.41 vs. BARIX (-1.95). PEMGX return over 5 years is better than : 38.39 vs. BARIX (6.47).
| BARIX | PEMGX | BARIX / PEMGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 20 years | - |
| Gain YTD | 2.211 | 2.182 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.21B | 29.3B | 14% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -1.95 | 19.41 | -10% |
| Returns for 3 years | -6.59 | 18.89 | -35% |
| Returns for 5 years | 6.47 | 38.39 | 17% |
| Returns for 10 years | 58.98 | 106.57 | 55% |
View a ticker or compare two or three
VS
VS
Ad is loading...