BARAX
Price
$93.51
Change
-$0.71 (-0.75%)
Updated
Sep 8 closing price
Net Assets
4.03B
PCBIX
Price
$48.18
Change
+$0.43 (+0.90%)
Updated
Sep 8 closing price
Net Assets
33.36B
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BARAX vs PCBIX

Header iconBARAX vs PCBIX Comparison
Open Charts BARAX vs PCBIXBanner chart's image
Baron Asset Retail
Price$93.51
Change-$0.71 (-0.75%)
VolumeN/A
Net Assets4.03B
Principal MidCap Institutional
Price$48.18
Change+$0.43 (+0.90%)
VolumeN/A
Net Assets33.36B
BARAX vs PCBIX Comparison Chart in %
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BARAX vs. PCBIX commentary
Sep 09, 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 StrongBuy.

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FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 33.4B vs. BARAX (4.03B). 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 : 9.41 vs. BARAX (-8.68). PCBIX return over 5 years is better than : 49.14 vs. BARAX (-3.84).
BARAXPCBIXBARAX / PCBIX
Total Expense Ratio1.290.67193%
Annual Report Gross Expense Ratio1.290.67193%
Fund Existence38 years25 years-
Gain YTD3.2217.13545%
Front LoadN/AN/A-
Min. Initial Investment20000-
Min. Initial Investment IRAN/AN/A-
Net Assets4.03B33.4B12%
Annual Yield % from dividends0.000.12-
Returns for 1 year-8.689.41-92%
Returns for 3 years13.0347.0328%
Returns for 5 years-3.8449.14-8%
Returns for 10 years47.96116.7041%
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