BARIX
Price
$100.33
Change
-$0.09 (-0.09%)
Updated
Jan 17 closing price
Net Assets
4.21B
PMAQX
Price
$45.60
Change
+$0.28 (+0.62%)
Updated
Jan 17 closing price
Net Assets
29.35B
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BARIX vs PMAQX

Header iconBARIX vs PMAQX Comparison
Open Charts BARIX vs PMAQXBanner chart's image
Baron Asset Instl
Price$100.33
Change-$0.09 (-0.09%)
VolumeN/A
Net Assets4.21B
Principal MidCap R6
Price$45.60
Change+$0.28 (+0.62%)
VolumeN/A
Net Assets29.35B
BARIX vs PMAQX Comparison Chart
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BARIX vs. PMAQX commentary
Jan 19, 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 PMAQX is a Hold.

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FUNDAMENTALS
Fundamentals
PMAQX has more cash in the bank: 29.3B vs. BARIX (4.21B). PMAQX pays higher dividends than BARIX: PMAQX (0.10) vs BARIX (0.00). BARIX was incepted earlier than PMAQX: BARIX (16 years) vs PMAQX (8 years). PMAQX is a more actively managed with annual turnover of: 10.10 vs. BARIX (5.48). PMAQX has a lower initial minimum investment than BARIX: PMAQX (0) vs BARIX (1000000). PMAQX annual gain was more profitable for investors over the last year : 19.22 vs. BARIX (-1.95). PMAQX return over 5 years is better than : 40.84 vs. BARIX (6.47).
BARIXPMAQXBARIX / PMAQX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence16 years8 years-
Gain YTD2.2111.546143%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets4.21B29.3B14%
Annual Yield % from dividends0.000.10-
Returns for 1 year-1.9519.22-10%
Returns for 3 years-6.5919.79-33%
Returns for 5 years6.4740.8416%
Returns for 10 years58.98N/A-
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