BARIX
Price
$92.70
Change
-$3.73 (-3.87%)
Updated
Apr 3 closing price
Net Assets
4.13B
PMBPX
Price
$42.17
Change
-$1.74 (-3.96%)
Updated
Apr 3 closing price
Net Assets
29.76B
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BARIX vs PMBPX

Header iconBARIX vs PMBPX Comparison
Open Charts BARIX vs PMBPXBanner chart's image
Baron Asset Instl
Price$92.70
Change-$3.73 (-3.87%)
VolumeN/A
Net Assets4.13B
Principal MidCap R5
Price$42.17
Change-$1.74 (-3.96%)
VolumeN/A
Net Assets29.76B
BARIX vs PMBPX Comparison Chart
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BARIX vs. PMBPX commentary
Apr 04, 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: 29.8B vs. BARIX (4.13B). 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 : 7.50 vs. BARIX (-10.99). PMBPX return over 5 years is better than : 103.21 vs. BARIX (34.45).
BARIXPMBPXBARIX / PMBPX
Total Expense Ratio1.040.84124%
Annual Report Gross Expense Ratio1.040.84124%
Fund Existence16 years24 years-
Gain YTD-1.7621.035-170%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets4.13B29.8B14%
Annual Yield % from dividends0.000.01-
Returns for 1 year-10.997.50-147%
Returns for 3 years-9.5119.59-49%
Returns for 5 years34.45103.2133%
Returns for 10 years42.6589.2748%
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