BARIX
Price
$95.14
Change
+$1.73 (+1.85%)
Updated
Apr 24 closing price
Net Assets
3.94B
PEMGX
Price
$41.91
Change
+$0.60 (+1.45%)
Updated
Apr 24 closing price
Net Assets
28.88B
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BARIX vs PEMGX

Header iconBARIX vs PEMGX Comparison
Open Charts BARIX vs PEMGXBanner chart's image
Baron Asset Instl
Price$95.14
Change+$1.73 (+1.85%)
VolumeN/A
Net Assets3.94B
Principal MidCap A
Price$41.91
Change+$0.60 (+1.45%)
VolumeN/A
Net Assets28.88B
BARIX vs PEMGX Comparison Chart
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BARIX vs. PEMGX commentary
Apr 25, 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.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 28.9B vs. BARIX (3.94B). 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 : 6.61 vs. BARIX (-11.33). PEMGX return over 5 years is better than : 66.77 vs. BARIX (11.81).
BARIXPEMGXBARIX / PEMGX
Total Expense Ratio1.040.95109%
Annual Report Gross Expense Ratio1.040.95109%
Fund Existence16 years20 years-
Gain YTD-6.337-3.074206%
Front LoadN/A6%-
Min. Initial Investment10000001000100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets3.94B28.9B14%
Annual Yield % from dividends0.000.00-
Returns for 1 year-11.336.61-172%
Returns for 3 years-5.6621.18-27%
Returns for 5 years11.8166.7718%
Returns for 10 years35.1179.5744%
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