BARIX
Price
$96.83
Change
-$1.41 (-1.44%)
Updated
Nov 13 closing price
Net Assets
3.62B
PCBIX
Price
$45.20
Change
-$0.72 (-1.57%)
Updated
Nov 13 closing price
Net Assets
31.99B
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BARIX vs PCBIX

Header iconBARIX vs PCBIX Comparison
Open Charts BARIX vs PCBIXBanner chart's image
Baron Asset Instl
Price$96.83
Change-$1.41 (-1.44%)
VolumeN/A
Net Assets3.62B
Principal MidCap Institutional
Price$45.20
Change-$0.72 (-1.57%)
VolumeN/A
Net Assets31.99B
BARIX vs PCBIX Comparison Chart in %
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BARIX vs. PCBIX commentary
Nov 14, 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 BARIX is a StrongBuy and PCBIX is a Buy.

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FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 32B vs. BARIX (3.62B). PCBIX pays higher dividends than BARIX: PCBIX (0.12) vs BARIX (0.00). BARIX was incepted earlier than PCBIX: BARIX (16 years) vs PCBIX (25 years). BARIX (1.04) is less costly to investors than PCBIX (0.67). PCBIX is a more actively managed with annual turnover of: 10.50 vs. BARIX (4.00). PCBIX has a lower initial minimum investment than BARIX: PCBIX (0) vs BARIX (1000000). PCBIX annual gain was more profitable for investors over the last year : -4.65 vs. BARIX (-19.24). PCBIX return over 5 years is better than : 33.05 vs. BARIX (-14.24).
BARIXPCBIXBARIX / PCBIX
Total Expense Ratio1.040.67155%
Annual Report Gross Expense Ratio1.040.67155%
Fund Existence16 years25 years-
Gain YTD-1.3593.029-45%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets3.62B32B11%
Annual Yield % from dividends0.000.12-
Returns for 1 year-19.24-4.65414%
Returns for 3 years3.7235.6810%
Returns for 5 years-14.2433.05-43%
Returns for 10 years50.37111.8145%
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