BARIX
Price
$98.43
Change
-$1.60 (-1.60%)
Updated
Feb 21 closing price
Net Assets
4.38B
PMBPX
Price
$44.27
Change
-$0.76 (-1.69%)
Updated
Feb 21 closing price
Net Assets
29.57B
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BARIX vs PMBPX

Header iconBARIX vs PMBPX Comparison
Open Charts BARIX vs PMBPXBanner chart's image
Baron Asset Instl
Price$98.43
Change-$1.60 (-1.60%)
VolumeN/A
Net Assets4.38B
Principal MidCap R5
Price$44.27
Change-$0.76 (-1.69%)
VolumeN/A
Net Assets29.57B
BARIX vs PMBPX Comparison Chart
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BARIX vs. PMBPX commentary
Feb 23, 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 StrongBuy and PMBPX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 29.6B vs. BARIX (4.38B). BARIX (0.00) and PMBPX (0.00) have matching dividends . BARIX was incepted earlier than PMBPX: BARIX (16 years) vs PMBPX (24 years). PMBPX is a more actively managed with annual turnover of: 10.10 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 : 12.43 vs. BARIX (-7.62). PMBPX return over 5 years is better than : 35.10 vs. BARIX (2.62).
BARIXPMBPXBARIX / PMBPX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence16 years24 years-
Gain YTD0.2751.86415%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets4.38B29.6B15%
Annual Yield % from dividends0.000.00-
Returns for 1 year-7.6212.43-61%
Returns for 3 years-2.4327.85-9%
Returns for 5 years2.6235.107%
Returns for 10 years47.4692.3051%
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