BARIX
Price
$100.18
Change
+$0.29 (+0.29%)
Updated
Sep 4 closing price
Net Assets
4.03B
PMAQX
Price
$47.98
Change
+$0.48 (+1.01%)
Updated
Sep 4 closing price
Net Assets
33.05B
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BARIX vs PMAQX

Header iconBARIX vs PMAQX Comparison
Open Charts BARIX vs PMAQXBanner chart's image
Baron Asset Instl
Price$100.18
Change+$0.29 (+0.29%)
VolumeN/A
Net Assets4.03B
Principal MidCap R6
Price$47.98
Change+$0.48 (+1.01%)
VolumeN/A
Net Assets33.05B
BARIX vs PMAQX Comparison Chart in %
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BARIX vs. PMAQX commentary
Sep 08, 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 PMAQX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMAQX has more cash in the bank: 33B vs. BARIX (4.03B). PMAQX pays higher dividends than BARIX: PMAQX (0.18) 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 (4.00). 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 : 9.52 vs. BARIX (-7.42). PMAQX return over 5 years is better than : 49.78 vs. BARIX (-0.81).
BARIXPMAQXBARIX / PMAQX
Total Expense Ratio1.040.59176%
Annual Report Gross Expense Ratio1.040.59176%
Fund Existence16 years9 years-
Gain YTD3.4037.19247%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets4.03B33B12%
Annual Yield % from dividends0.000.18-
Returns for 1 year-7.429.52-78%
Returns for 3 years15.3947.4332%
Returns for 5 years-0.8149.78-2%
Returns for 10 years56.06N/A-
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