BARAX
Price
$93.51
Change
-$0.71 (-0.75%)
Updated
Sep 8 closing price
Net Assets
4.03B
PMBPX
Price
$46.93
Change
+$0.42 (+0.90%)
Updated
Sep 8 closing price
Net Assets
33.36B
Interact to see
Advertisement

BARAX vs PMBPX

Header iconBARAX vs PMBPX Comparison
Open Charts BARAX vs PMBPXBanner chart's image
Baron Asset Retail
Price$93.51
Change-$0.71 (-0.75%)
VolumeN/A
Net Assets4.03B
Principal MidCap R5
Price$46.93
Change+$0.42 (+0.90%)
VolumeN/A
Net Assets33.36B
BARAX vs PMBPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
BARAX vs. PMBPX commentary
Sep 09, 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 PMBPX is a StrongBuy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 33.4B 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 : 9.16 vs. BARAX (-8.68). PMBPX return over 5 years is better than : 47.38 vs. BARAX (-3.84).
BARAXPMBPXBARAX / PMBPX
Total Expense Ratio1.290.83155%
Annual Report Gross Expense Ratio1.290.83155%
Fund Existence38 years25 years-
Gain YTD3.2217.01846%
Front LoadN/AN/A-
Min. Initial Investment20000-
Min. Initial Investment IRAN/AN/A-
Net Assets4.03B33.4B12%
Annual Yield % from dividends0.000.01-
Returns for 1 year-8.689.16-95%
Returns for 3 years13.0346.0428%
Returns for 5 years-3.8447.38-8%
Returns for 10 years47.96111.6343%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
NATO36.510.10
+0.27%
Themes Transatlantic Defense ETF
SPTS29.300.05
+0.17%
SPDR® Portfolio Short Term Treasury ETF
CCRV20.00N/A
N/A
iShares Commodity Curve Carry Strategy ETF
AFIF9.40N/A
-0.01%
Anfield Universal Fixed Income ETF
BUI26.94-0.09
-0.33%
BlackRock Utilities Infrastructure & Power Opportunities Trust