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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
Jun 24, 2026
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: 23.7B vs. BARIX (3.86B). BARIX (0.00) and PEMGX (0.00) have matching dividends . BARIX was incepted earlier than PEMGX: BARIX (17 years) vs PEMGX (21 years). BARIX (1.05) is less costly to investors than PEMGX (0.90). PEMGX is a more actively managed with annual turnover of: 13.70 vs. BARIX (6.00). PEMGX has a lower initial minimum investment than BARIX: PEMGX (1000) vs BARIX (1000000). BARIX annual gain was more profitable for investors over the last year : 5.99 vs. PEMGX (-12.39). PEMGX return over 5 years is better than : -2.84 vs. BARIX (-15.19).
| BARIX | PEMGX | BARIX / PEMGX | |
| Total Expense Ratio | 1.05 | 0.90 | 117% |
| Annual Report Gross Expense Ratio | 1.05 | 0.90 | 117% |
| Fund Existence | 17 years | 21 years | - |
| Gain YTD | 11.122 | -6.064 | -183% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.86B | 23.7B | 16% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 5.99 | -12.39 | -48% |
| Returns for 3 years | 10.10 | 14.28 | 71% |
| Returns for 5 years | -15.19 | -2.84 | 534% |
| Returns for 10 years | 84.78 | 84.53 | 100% |
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