BARAX
Price
$92.36
Change
+$0.15 (+0.16%)
Updated
Aug 15 closing price
Net Assets
4.03B
PMBPX
Price
$45.98
Change
-$0.13 (-0.28%)
Updated
Aug 15 closing price
Net Assets
32.48B
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BARAX vs PMBPX

Header iconBARAX vs PMBPX Comparison
Open Charts BARAX vs PMBPXBanner chart's image
Baron Asset Retail
Price$92.36
Change+$0.15 (+0.16%)
VolumeN/A
Net Assets4.03B
Principal MidCap R5
Price$45.98
Change-$0.13 (-0.28%)
VolumeN/A
Net Assets32.48B
BARAX vs PMBPX Comparison Chart in %
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BARAX vs. PMBPX commentary
Aug 18, 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: 32.5B vs. BARAX (4.03B). 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 (4.00). 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 : 9.12 vs. BARAX (-9.91). PMBPX return over 5 years is better than : 45.20 vs. BARAX (-6.64).
BARAXPMBPXBARAX / PMBPX
Total Expense Ratio1.290.83155%
Annual Report Gross Expense Ratio1.290.83155%
Fund Existence38 years25 years-
Gain YTD1.1835.79820%
Front LoadN/AN/A-
Min. Initial Investment20000-
Min. Initial Investment IRAN/AN/A-
Net Assets4.03B32.5B12%
Annual Yield % from dividends0.000.01-
Returns for 1 year-9.919.12-109%
Returns for 3 years-0.6030.75-2%
Returns for 5 years-6.6445.20-15%
Returns for 10 years37.0396.6738%
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