BARIX
Price
$101.45
Change
+$0.39 (+0.39%)
Updated
Jul 16 closing price
Net Assets
4.11B
PMBPX
Price
$45.90
Change
+$0.37 (+0.81%)
Updated
Jul 16 closing price
Net Assets
31.8B
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BARIX vs PMBPX

Header iconBARIX vs PMBPX Comparison
Open Charts BARIX vs PMBPXBanner chart's image
Baron Asset Instl
Price$101.45
Change+$0.39 (+0.39%)
VolumeN/A
Net Assets4.11B
Principal MidCap R5
Price$45.90
Change+$0.37 (+0.81%)
VolumeN/A
Net Assets31.8B
BARIX vs PMBPX Comparison Chart in %
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BARIX vs. PMBPX 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 PMBPX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 31.8B vs. BARIX (4.11B). PMBPX pays higher dividends than BARIX: PMBPX (0.01) vs BARIX (0.00). BARIX was incepted earlier than PMBPX: BARIX (16 years) vs PMBPX (25 years). BARIX (1.04) is less costly to investors than PMBPX (0.83). PMBPX is a more actively managed with annual turnover of: 10.50 vs. BARIX (4.00). PMBPX has a lower initial minimum investment than BARIX: PMBPX (0) vs BARIX (1000000). PMBPX annual gain was more profitable for investors over the last year : 7.64 vs. BARIX (-7.83). PMBPX return over 5 years is better than : 51.07 vs. BARIX (1.76).
BARIXPMBPXBARIX / PMBPX
Total Expense Ratio1.040.83125%
Annual Report Gross Expense Ratio1.040.83125%
Fund Existence16 years25 years-
Gain YTD2.9544.76362%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets4.11B31.8B13%
Annual Yield % from dividends0.000.01-
Returns for 1 year-7.837.64-102%
Returns for 3 years19.4648.5140%
Returns for 5 years1.7651.073%
Returns for 10 years46.5796.9248%
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