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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
Jul 18, 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 Buy.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 32.1B vs. BARUX (4.11B). 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 (0.91). 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 : 9.76 vs. BARUX (-6.28). PEMGX return over 5 years is better than : 51.18 vs. BARUX (2.14).
| BARUX | PEMGX | BARUX / PEMGX | |
| Total Expense Ratio | 1.04 | 0.91 | 114% |
| Annual Report Gross Expense Ratio | 1.04 | 0.91 | 114% |
| Fund Existence | 9 years | 20 years | - |
| Gain YTD | 3.353 | 5.561 | 60% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 5000000 | 1000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.11B | 32.1B | 13% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -6.28 | 9.76 | -64% |
| Returns for 3 years | 21.39 | 49.47 | 43% |
| Returns for 5 years | 2.14 | 51.18 | 4% |
| Returns for 10 years | N/A | 95.31 | - |
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