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BARUX vs PEMGX
BARUX vs PEMGX Comparison
Open Charts BARUX vs PEMGX
BARUX vs PEMGX Comparison Chart in %
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BARUX vs. PEMGX commentary
Nov 20, 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 Hold and PEMGX is a Hold.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 30.8B vs. BARUX (3.54B). 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 : -6.45 vs. BARUX (-14.62). PEMGX return over 5 years is better than : 25.57 vs. BARUX (-12.40).
| 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 | 0.857 | -0.680 | -126% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 5000000 | 1000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.54B | 30.8B | 11% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -14.62 | -6.45 | 227% |
| Returns for 3 years | 7.05 | 32.28 | 22% |
| Returns for 5 years | -12.40 | 25.57 | -48% |
| Returns for 10 years | N/A | 89.67 | - |
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