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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
Jun 06, 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 Buy.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 30.9B vs. BARIX (3.9B). 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 (0.91). 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 : 10.34 vs. BARIX (-3.28). PEMGX return over 5 years is better than : 44.97 vs. BARIX (5.86).
| BARIX | PEMGX | BARIX / PEMGX | |
| Total Expense Ratio | 1.04 | 0.91 | 114% |
| Annual Report Gross Expense Ratio | 1.04 | 0.91 | 114% |
| Fund Existence | 16 years | 20 years | - |
| Gain YTD | 4.452 | 2.863 | 156% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.9B | 30.9B | 13% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -3.28 | 10.34 | -32% |
| Returns for 3 years | 13.57 | 34.73 | 39% |
| Returns for 5 years | 5.86 | 44.97 | 13% |
| Returns for 10 years | 52.23 | 92.31 | 57% |
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