BARUX
Price
$100.29
Change
-$0.09 (-0.09%)
Updated
Jan 17 closing price
Net Assets
4.21B
PEMGX
Price
$43.55
Change
+$0.27 (+0.62%)
Updated
Jan 17 closing price
Net Assets
29.35B
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BARUX vs PEMGX

Header iconBARUX vs PEMGX Comparison
Open Charts BARUX vs PEMGXBanner chart's image
Baron Asset R6
Price$100.29
Change-$0.09 (-0.09%)
VolumeN/A
Net Assets4.21B
Principal MidCap A
Price$43.55
Change+$0.27 (+0.62%)
VolumeN/A
Net Assets29.35B
BARUX vs PEMGX Comparison Chart
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BARUX vs. PEMGX commentary
Jan 19, 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 Hold.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 29.3B vs. BARUX (4.21B). BARUX (0.00) and PEMGX (0.00) have matching dividends . BARUX was incepted earlier than PEMGX: BARUX (9 years) vs PEMGX (20 years). PEMGX is a more actively managed with annual turnover of: 10.10 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 : 19.41 vs. BARUX (-1.96). PEMGX return over 5 years is better than : 38.39 vs. BARUX (6.45).
BARUXPEMGXBARUX / PEMGX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence9 years20 years-
Gain YTD2.2122.182101%
Front LoadN/AN/A-
Min. Initial Investment50000001000500,000%
Min. Initial Investment IRAN/AN/A-
Net Assets4.21B29.3B14%
Annual Yield % from dividends0.000.00-
Returns for 1 year-1.9619.41-10%
Returns for 3 years-6.6118.89-35%
Returns for 5 years6.4538.3917%
Returns for 10 yearsN/A106.57-
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