BARAX
Price
$94.00
Change
-$1.20 (-1.26%)
Updated
Jun 13 closing price
Net Assets
4.07B
PMBPX
Price
$44.30
Change
-$0.69 (-1.53%)
Updated
Jun 13 closing price
Net Assets
30.56B
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BARAX vs PMBPX

Header iconBARAX vs PMBPX Comparison
Open Charts BARAX vs PMBPXBanner chart's image
Baron Asset Retail
Price$94.00
Change-$1.20 (-1.26%)
VolumeN/A
Net Assets4.07B
Principal MidCap R5
Price$44.30
Change-$0.69 (-1.53%)
VolumeN/A
Net Assets30.56B
BARAX vs PMBPX Comparison Chart
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BARAX vs. PMBPX commentary
Jun 15, 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 PMBPX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 30.6B vs. BARAX (4.07B). PMBPX pays higher dividends than BARAX: PMBPX (0.01) vs BARAX (0.00). BARAX was incepted earlier than PMBPX: BARAX (38 years) vs PMBPX (25 years). BARAX (1.29) is less costly to investors than PMBPX (0.83). PMBPX is a more actively managed with annual turnover of: 10.50 vs. BARAX (5.48). PMBPX has a lower initial minimum investment than BARAX: PMBPX (0) vs BARAX (2000). PMBPX annual gain was more profitable for investors over the last year : 10.26 vs. BARAX (-5.70). PMBPX return over 5 years is better than : 54.31 vs. BARAX (6.17).
BARAXPMBPXBARAX / PMBPX
Total Expense Ratio1.290.83155%
Annual Report Gross Expense Ratio1.290.83155%
Fund Existence38 years25 years-
Gain YTD2.9801.933154%
Front LoadN/AN/A-
Min. Initial Investment20000-
Min. Initial Investment IRAN/AN/A-
Net Assets4.07B30.6B13%
Annual Yield % from dividends0.000.01-
Returns for 1 year-5.7010.26-56%
Returns for 3 years22.5749.5246%
Returns for 5 years6.1754.3111%
Returns for 10 years40.7292.6844%
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