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BARUX vs PEMGX
BARUX vs PEMGX Comparison
Open Charts BARUX vs PEMGX
BARUX vs PEMGX Comparison Chart
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BARUX vs. PEMGX 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 BARUX is a Buy and PEMGX is a Buy.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 29.8B vs. BARUX (4.13B). BARUX (0.00) and PEMGX (0.00) have matching dividends . BARUX was incepted earlier than PEMGX: BARUX (9 years) vs PEMGX (20 years). BARUX (1.04) is less costly to investors than PEMGX (0.95). PEMGX is a more actively managed with annual turnover of: 10.50 vs. BARUX (5.48). PEMGX has a lower initial minimum investment than BARUX: PEMGX (1000) vs BARUX (5000000). PEMGX annual gain was more profitable for investors over the last year : 7.33 vs. BARUX (-11.00). PEMGX return over 5 years is better than : 101.64 vs. BARUX (34.42).
| BARUX | PEMGX | BARUX / PEMGX | |
| Total Expense Ratio | 1.04 | 0.95 | 109% |
| Annual Report Gross Expense Ratio | 1.04 | 0.95 | 109% |
| Fund Existence | 9 years | 20 years | - |
| Gain YTD | -1.763 | 1.009 | -175% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 5000000 | 1000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.13B | 29.8B | 14% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -11.00 | 7.33 | -150% |
| Returns for 3 years | -9.54 | 19.09 | -50% |
| Returns for 5 years | 34.42 | 101.64 | 34% |
| Returns for 10 years | N/A | 86.08 | - |
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