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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
Dec 19, 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 Hold and PEMGX is a Hold.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 29.4B vs. BARIX (4.56B). BARIX (0.00) and PEMGX (0.00) have matching dividends . BARIX was incepted earlier than PEMGX: BARIX (16 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 : 21.23 vs. BARIX (-1.33). PEMGX return over 5 years is better than : 47.22 vs. BARIX (13.57).
| BARIX | PEMGX | BARIX / PEMGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 19 years | - |
| Gain YTD | -2.683 | 20.071 | -13% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.56B | 29.4B | 16% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -1.33 | 21.23 | -6% |
| Returns for 3 years | -15.21 | 13.84 | -110% |
| Returns for 5 years | 13.57 | 47.22 | 29% |
| Returns for 10 years | 55.74 | 104.40 | 53% |
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