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BARIX vs PEMGX
BARIX vs PEMGX Comparison
Open Charts BARIX vs PEMGX
BARIX vs PEMGX Comparison Chart in %
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BARIX vs. PEMGX commentary
Jul 17, 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 Hold and PEMGX is a Buy.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 31.8B vs. BARIX (4.11B). 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 (4.00). 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 : 7.49 vs. BARIX (-7.83). PEMGX return over 5 years is better than : 49.97 vs. BARIX (1.76).
| 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 | 2.954 | 4.716 | 63% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.11B | 31.8B | 13% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -7.83 | 7.49 | -105% |
| Returns for 3 years | 19.46 | 47.88 | 41% |
| Returns for 5 years | 1.76 | 49.97 | 4% |
| Returns for 10 years | 46.57 | 93.58 | 50% |
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