BARIX
Price
$103.30
Change
+$0.93 (+0.91%)
Updated
Jul 3 closing price
Net Assets
4.07B
PMAQX
Price
$47.82
Change
+$0.49 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
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BARIX vs PMAQX

Header iconBARIX vs PMAQX Comparison
Open Charts BARIX vs PMAQXBanner chart's image
Baron Asset Instl
Price$103.30
Change+$0.93 (+0.91%)
VolumeN/A
Net Assets4.07B
Principal MidCap R6
Price$47.82
Change+$0.49 (+1.04%)
VolumeN/A
Net Assets32.28B
BARIX vs PMAQX Comparison Chart in %
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BARIX vs. PMAQX commentary
Jul 07, 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 PMAQX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMAQX has more cash in the bank: 32.3B vs. BARIX (4.07B). PMAQX pays higher dividends than BARIX: PMAQX (0.19) vs BARIX (0.00). BARIX was incepted earlier than PMAQX: BARIX (16 years) vs PMAQX (9 years). BARIX (1.04) is less costly to investors than PMAQX (0.59). PMAQX is a more actively managed with annual turnover of: 10.50 vs. BARIX (5.48). PMAQX has a lower initial minimum investment than BARIX: PMAQX (0) vs BARIX (1000000). PMAQX annual gain was more profitable for investors over the last year : 15.77 vs. BARIX (-2.50). PMAQX return over 5 years is better than : 62.17 vs. BARIX (6.24).
BARIXPMAQXBARIX / PMAQX
Total Expense Ratio1.040.59176%
Annual Report Gross Expense Ratio1.040.59176%
Fund Existence16 years9 years-
Gain YTD5.2367.14873%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets4.07B32.3B13%
Annual Yield % from dividends0.000.19-
Returns for 1 year-2.5015.77-16%
Returns for 3 years21.8653.8041%
Returns for 5 years6.2462.1710%
Returns for 10 years52.20N/A-
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