BARAX
Price
$91.46
Change
+$1.14 (+1.26%)
Updated
Oct 20 closing price
Net Assets
3.72B
PMBJX
Price
$42.12
Change
+$0.37 (+0.89%)
Updated
Oct 20 closing price
Net Assets
31.93B
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BARAX vs PMBJX

Header iconBARAX vs PMBJX Comparison
Open Charts BARAX vs PMBJXBanner chart's image
Baron Asset Retail
Price$91.46
Change+$1.14 (+1.26%)
VolumeN/A
Net Assets3.72B
Principal MidCap J
Price$42.12
Change+$0.37 (+0.89%)
VolumeN/A
Net Assets31.93B
BARAX vs PMBJX Comparison Chart in %
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BARAX vs. PMBJX commentary
Oct 21, 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 PMBJX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 31.9B vs. BARAX (3.72B). PMBJX pays higher dividends than BARAX: PMBJX (0.06) vs BARAX (0.00). BARAX was incepted earlier than PMBJX: BARAX (38 years) vs PMBJX (25 years). BARAX (1.29) is less costly to investors than PMBJX (0.78). PMBJX is a more actively managed with annual turnover of: 10.50 vs. BARAX (4.00). PMBJX has a lower initial minimum investment than BARAX: PMBJX (1000) vs BARAX (2000). PMBJX annual gain was more profitable for investors over the last year : -2.46 vs. BARAX (-16.16). PMBJX return over 5 years is better than : 38.36 vs. BARAX (-11.25).
BARAXPMBJXBARAX / PMBJX
Total Expense Ratio1.290.78165%
Annual Report Gross Expense Ratio1.290.78165%
Fund Existence38 years25 years-
Gain YTD0.1973.2106%
Front LoadN/AN/A-
Min. Initial Investment20001000200%
Min. Initial Investment IRAN/AN/A-
Net Assets3.72B31.9B12%
Annual Yield % from dividends0.000.06-
Returns for 1 year-16.16-2.46656%
Returns for 3 years16.0852.1531%
Returns for 5 years-11.2538.36-29%
Returns for 10 years42.9798.8743%
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