BARIX
Price
$95.14
Change
+$1.73 (+1.85%)
Updated
Apr 24 closing price
Net Assets
3.94B
PMBPX
Price
$42.14
Change
+$0.56 (+1.35%)
Updated
Apr 23 closing price
Net Assets
28.46B
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BARIX vs PMBPX

Header iconBARIX vs PMBPX Comparison
Open Charts BARIX vs PMBPXBanner chart's image
Baron Asset Instl
Price$95.14
Change+$1.73 (+1.85%)
VolumeN/A
Net Assets3.94B
Principal MidCap R5
Price$42.14
Change+$0.56 (+1.35%)
VolumeN/A
Net Assets28.46B
BARIX vs PMBPX Comparison Chart
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BARIX vs. PMBPX 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 PMBPX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 28.5B vs. BARIX (3.94B). PMBPX pays higher dividends than BARIX: PMBPX (0.01) vs BARIX (0.00). BARIX was incepted earlier than PMBPX: BARIX (16 years) vs PMBPX (24 years). BARIX (1.04) is less costly to investors than PMBPX (0.84). PMBPX is a more actively managed with annual turnover of: 10.50 vs. BARIX (5.48). 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 : 5.76 vs. BARIX (-11.33). PMBPX return over 5 years is better than : 65.80 vs. BARIX (11.81).
BARIXPMBPXBARIX / PMBPX
Total Expense Ratio1.040.84124%
Annual Report Gross Expense Ratio1.040.84124%
Fund Existence16 years24 years-
Gain YTD-6.337-4.326146%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets3.94B28.5B14%
Annual Yield % from dividends0.000.01-
Returns for 1 year-11.335.76-197%
Returns for 3 years-5.6621.34-27%
Returns for 5 years11.8165.8018%
Returns for 10 years35.1178.7645%
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