BARAX
Price
$91.15
Change
+$0.27 (+0.30%)
Updated
Nov 12 closing price
Net Assets
3.74B
PCBIX
Price
$45.92
Change
+$0.08 (+0.17%)
Updated
Nov 12 closing price
Net Assets
31.95B
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BARAX vs PCBIX

Header iconBARAX vs PCBIX Comparison
Open Charts BARAX vs PCBIXBanner chart's image
Baron Asset Retail
Price$91.15
Change+$0.27 (+0.30%)
VolumeN/A
Net Assets3.74B
Principal MidCap Institutional
Price$45.92
Change+$0.08 (+0.17%)
VolumeN/A
Net Assets31.95B
BARAX vs PCBIX Comparison Chart in %
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BARAX vs. PCBIX commentary
Nov 13, 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 BARAX is a StrongBuy and PCBIX is a Buy.

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FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 32B vs. BARAX (3.74B). PCBIX pays higher dividends than BARAX: PCBIX (0.12) vs BARAX (0.00). BARAX was incepted earlier than PCBIX: BARAX (38 years) vs PCBIX (25 years). BARAX (1.29) is less costly to investors than PCBIX (0.67). PCBIX is a more actively managed with annual turnover of: 10.50 vs. BARAX (4.00). PCBIX has a lower initial minimum investment than BARAX: PCBIX (0) vs BARAX (2000). PCBIX annual gain was more profitable for investors over the last year : -4.65 vs. BARAX (-18.95). PCBIX return over 5 years is better than : 33.05 vs. BARAX (-15.65).
BARAXPCBIXBARAX / PCBIX
Total Expense Ratio1.290.67193%
Annual Report Gross Expense Ratio1.290.67193%
Fund Existence38 years25 years-
Gain YTD-0.1383.029-5%
Front LoadN/AN/A-
Min. Initial Investment20000-
Min. Initial Investment IRAN/AN/A-
Net Assets3.74B32B12%
Annual Yield % from dividends0.000.12-
Returns for 1 year-18.95-4.65408%
Returns for 3 years1.4535.684%
Returns for 5 years-15.6533.05-47%
Returns for 10 years46.06111.8141%
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