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BARAX vs PEMGX
BARAX vs PEMGX Comparison
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BARAX vs PEMGX Comparison Chart in %
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BARAX vs. PEMGX 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 PEMGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 33B vs. BARAX (4.03B). BARAX (0.00) and PEMGX (0.00) have matching dividends . BARAX was incepted earlier than PEMGX: BARAX (38 years) vs PEMGX (20 years). BARAX (1.29) is less costly to investors than PEMGX (0.91). PEMGX is a more actively managed with annual turnover of: 10.50 vs. BARAX (4.00). PEMGX has a lower initial minimum investment than BARAX: PEMGX (1000) vs BARAX (2000). PEMGX annual gain was more profitable for investors over the last year : 9.01 vs. BARAX (-8.68). PEMGX return over 5 years is better than : 46.31 vs. BARAX (-3.84).
| BARAX | PEMGX | BARAX / PEMGX | |
| Total Expense Ratio | 1.29 | 0.91 | 142% |
| Annual Report Gross Expense Ratio | 1.29 | 0.91 | 142% |
| Fund Existence | 38 years | 20 years | - |
| Gain YTD | 3.221 | 6.969 | 46% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.03B | 33B | 12% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -8.68 | 9.01 | -96% |
| Returns for 3 years | 13.03 | 45.42 | 29% |
| Returns for 5 years | -3.84 | 46.31 | -8% |
| Returns for 10 years | 47.96 | 108.18 | 44% |
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| ETFs / NAME | Price $ | Chg $ | Chg % |
| TSMY | 15.30 | 0.21 | +1.39% |
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