BARAX
Price
$95.94
Change
+$0.86 (+0.90%)
Updated
Jul 3 closing price
Net Assets
4.07B
PMBPX
Price
$46.52
Change
+$0.48 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
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BARAX vs PMBPX

Header iconBARAX vs PMBPX Comparison
Open Charts BARAX vs PMBPXBanner chart's image
Baron Asset Retail
Price$95.94
Change+$0.86 (+0.90%)
VolumeN/A
Net Assets4.07B
Principal MidCap R5
Price$46.52
Change+$0.48 (+1.04%)
VolumeN/A
Net Assets32.28B
BARAX vs PMBPX Comparison Chart in %
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BARAX vs. PMBPX commentary
Jul 08, 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: 32.3B 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 : 15.41 vs. BARAX (-3.83). PMBPX return over 5 years is better than : 59.60 vs. BARAX (3.00).
BARAXPMBPXBARAX / PMBPX
Total Expense Ratio1.290.83155%
Annual Report Gross Expense Ratio1.290.83155%
Fund Existence38 years25 years-
Gain YTD5.1057.04173%
Front LoadN/AN/A-
Min. Initial Investment20000-
Min. Initial Investment IRAN/AN/A-
Net Assets4.07B32.3B13%
Annual Yield % from dividends0.000.01-
Returns for 1 year-3.8315.41-25%
Returns for 3 years19.3452.3937%
Returns for 5 years3.0059.605%
Returns for 10 years44.31104.4642%
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