BARAX
Price
$93.72
Change
+$0.12 (+0.13%)
Updated
Dec 3 closing price
Net Assets
3.72B
PMBMX
Price
$41.60
Change
+$0.33 (+0.80%)
Updated
Dec 3 closing price
Net Assets
31.57B
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BARAX vs PMBMX

Header iconBARAX vs PMBMX Comparison
Open Charts BARAX vs PMBMXBanner chart's image
Baron Asset Retail
Price$93.72
Change+$0.12 (+0.13%)
VolumeN/A
Net Assets3.72B
Principal MidCap R3
Price$41.60
Change+$0.33 (+0.80%)
VolumeN/A
Net Assets31.57B
BARAX vs PMBMX Comparison Chart in %
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BARAX vs. PMBMX commentary
Dec 04, 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 Buy and PMBMX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 31.6B vs. BARAX (3.72B). PMBMX pays higher dividends than BARAX: PMBMX (0.02) vs BARAX (0.00). BARAX was incepted earlier than PMBMX: BARAX (39 years) vs PMBMX (25 years). BARAX (1.29) is less costly to investors than PMBMX (1.14). PMBMX is a more actively managed with annual turnover of: 10.50 vs. BARAX (4.00). PMBMX has a lower initial minimum investment than BARAX: PMBMX (0) vs BARAX (2000). PMBMX annual gain was more profitable for investors over the last year : -8.38 vs. BARAX (-17.50). PMBMX return over 5 years is better than : 23.98 vs. BARAX (-11.88).
BARAXPMBMXBARAX / PMBMX
Total Expense Ratio1.291.14113%
Annual Report Gross Expense Ratio1.291.14113%
Fund Existence39 years25 years-
Gain YTD2.4801.469169%
Front LoadN/AN/A-
Min. Initial Investment20000-
Min. Initial Investment IRAN/AN/A-
Net Assets3.72B31.6B12%
Annual Yield % from dividends0.000.02-
Returns for 1 year-17.50-8.38209%
Returns for 3 years2.2830.258%
Returns for 5 years-11.8823.98-50%
Returns for 10 years61.4287.4370%
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