BARIX
Price
$102.54
Change
+$0.01 (+0.01%)
Updated
Jun 5 closing price
Net Assets
3.9B
PMBPX
Price
$44.73
Change
+$0.01 (+0.02%)
Updated
Jun 5 closing price
Net Assets
30.91B
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BARIX vs PMBPX

Header iconBARIX vs PMBPX Comparison
Open Charts BARIX vs PMBPXBanner chart's image
Baron Asset Instl
Price$102.54
Change+$0.01 (+0.01%)
VolumeN/A
Net Assets3.9B
Principal MidCap R5
Price$44.73
Change+$0.01 (+0.02%)
VolumeN/A
Net Assets30.91B
BARIX vs PMBPX Comparison Chart
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BARIX vs. PMBPX commentary
Jun 06, 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: 30.9B vs. BARIX (3.9B). 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 (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 : 10.51 vs. BARIX (-3.28). PMBPX return over 5 years is better than : 46.06 vs. BARIX (5.86).
BARIXPMBPXBARIX / PMBPX
Total Expense Ratio1.040.83125%
Annual Report Gross Expense Ratio1.040.83125%
Fund Existence16 years25 years-
Gain YTD4.4522.899154%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets3.9B30.9B13%
Annual Yield % from dividends0.000.01-
Returns for 1 year-3.2810.51-31%
Returns for 3 years13.5735.3238%
Returns for 5 years5.8646.0613%
Returns for 10 years52.2395.6155%
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