BARIX
Price
$106.83
Change
-$0.98 (-0.91%)
Updated
Dec 12 closing price
Net Assets
3.9B
PCBIX
Price
$43.17
Change
-$0.21 (-0.48%)
Updated
Dec 12 closing price
Net Assets
30.94B
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BARIX vs PCBIX

Header iconBARIX vs PCBIX Comparison
Open Charts BARIX vs PCBIXBanner chart's image
Baron Asset Instl
Price$106.83
Change-$0.98 (-0.91%)
VolumeN/A
Net Assets3.9B
Principal MidCap Institutional
Price$43.17
Change-$0.21 (-0.48%)
VolumeN/A
Net Assets30.94B
BARIX vs PCBIX Comparison Chart in %
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BARIX vs. PCBIX commentary
Dec 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 Buy and PCBIX is a Hold.

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FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 30.9B vs. BARIX (3.9B). PCBIX pays higher dividends than BARIX: PCBIX (0.12) vs BARIX (0.00). BARIX was incepted earlier than PCBIX: BARIX (17 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 (6.00). PCBIX has a lower initial minimum investment than BARIX: PCBIX (0) vs BARIX (1000000). PCBIX (-10.52) and BARIX (-10.68) have marching annual gain over last year. PCBIX return over 5 years is better than : 23.65 vs. BARIX (-4.09).
BARIXPCBIXBARIX / PCBIX
Total Expense Ratio1.040.67155%
Annual Report Gross Expense Ratio1.040.67155%
Fund Existence17 years25 years-
Gain YTD9.833-2.670-368%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets3.9B30.9B13%
Annual Yield % from dividends0.000.12-
Returns for 1 year-10.68-10.52102%
Returns for 3 years13.7030.3745%
Returns for 5 years-4.0923.65-17%
Returns for 10 years86.85101.2086%
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