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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
Aug 03, 2026
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: 23.1B vs. BARUX (3.46B). BARUX (0.00) and PEMGX (0.00) have matching dividends . BARUX was incepted earlier than PEMGX: BARUX (11 years) vs PEMGX (21 years). BARUX (1.05) is less costly to investors than PEMGX (0.90). PEMGX is a more actively managed with annual turnover of: 13.70 vs. BARUX (6.00). PEMGX has a lower initial minimum investment than BARUX: PEMGX (1000) vs BARUX (5000000). BARUX annual gain was more profitable for investors over the last year : -8.92 vs. PEMGX (-14.48). PEMGX return over 5 years is better than : -5.82 vs. BARUX (-29.00).
| BARUX | PEMGX | BARUX / PEMGX | |
| Total Expense Ratio | 1.05 | 0.90 | 117% |
| Annual Report Gross Expense Ratio | 1.05 | 0.90 | 117% |
| Fund Existence | 11 years | 21 years | - |
| Gain YTD | -3.344 | -4.591 | 73% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 5000000 | 1000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.46B | 23.1B | 15% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -8.92 | -14.48 | 62% |
| Returns for 3 years | -8.95 | 11.28 | -79% |
| Returns for 5 years | -29.00 | -5.82 | 499% |
| Returns for 10 years | 50.67 | 76.25 | 66% |
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