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BARUX vs PEMGX
BARUX vs PEMGX Comparison
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BARUX vs PEMGX Comparison Chart in %
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BARUX vs. PEMGX commentary
Aug 29, 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: 32.9B vs. BARUX (4.03B). BARUX (0.00) and PEMGX (0.00) have matching dividends . BARUX was incepted earlier than PEMGX: BARUX (10 years) vs PEMGX (20 years). BARUX (1.04) is less costly to investors than PEMGX (0.91). PEMGX is a more actively managed with annual turnover of: 10.50 vs. BARUX (4.00). 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 : 8.08 vs. BARUX (-8.44). PEMGX return over 5 years is better than : 43.09 vs. BARUX (-4.46).
| BARUX | PEMGX | BARUX / PEMGX | |
| Total Expense Ratio | 1.04 | 0.91 | 114% |
| Annual Report Gross Expense Ratio | 1.04 | 0.91 | 114% |
| Fund Existence | 10 years | 20 years | - |
| Gain YTD | 2.660 | 7.297 | 36% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 5000000 | 1000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.03B | 32.9B | 12% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -8.44 | 8.08 | -104% |
| Returns for 3 years | 12.01 | 42.20 | 28% |
| Returns for 5 years | -4.46 | 43.09 | -10% |
| Returns for 10 years | N/A | 109.20 | - |
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