BARUX
Price
$95.10
Change
+$1.73 (+1.85%)
Updated
Apr 24 closing price
Net Assets
3.94B
PEMGX
Price
$41.91
Change
+$0.60 (+1.45%)
Updated
Apr 24 closing price
Net Assets
28.88B
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BARUX vs PEMGX

Header iconBARUX vs PEMGX Comparison
Open Charts BARUX vs PEMGXBanner chart's image
Baron Asset R6
Price$95.10
Change+$1.73 (+1.85%)
VolumeN/A
Net Assets3.94B
Principal MidCap A
Price$41.91
Change+$0.60 (+1.45%)
VolumeN/A
Net Assets28.88B
BARUX vs PEMGX Comparison Chart
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BARUX vs. PEMGX commentary
Apr 25, 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.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 28.9B vs. BARUX (3.94B). 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 : 6.61 vs. BARUX (-10.25). PEMGX return over 5 years is better than : 66.77 vs. BARUX (13.57).
BARUXPEMGXBARUX / PEMGX
Total Expense Ratio1.040.95109%
Annual Report Gross Expense Ratio1.040.95109%
Fund Existence9 years20 years-
Gain YTD-4.841-3.074157%
Front LoadN/A6%-
Min. Initial Investment50000001000500,000%
Min. Initial Investment IRAN/AN/A-
Net Assets3.94B28.9B14%
Annual Yield % from dividends0.000.00-
Returns for 1 year-10.256.61-155%
Returns for 3 years-5.2121.18-25%
Returns for 5 years13.5766.7720%
Returns for 10 yearsN/A79.57-
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