BARIX
Price
$97.32
Change
+$0.01 (+0.01%)
Updated
Oct 17 closing price
Net Assets
3.68B
PMAQX
Price
$45.72
Change
+$0.21 (+0.46%)
Updated
Oct 17 closing price
Net Assets
31.76B
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BARIX vs PMAQX

Header iconBARIX vs PMAQX Comparison
Open Charts BARIX vs PMAQXBanner chart's image
Baron Asset Instl
Price$97.32
Change+$0.01 (+0.01%)
VolumeN/A
Net Assets3.68B
Principal MidCap R6
Price$45.72
Change+$0.21 (+0.46%)
VolumeN/A
Net Assets31.76B
BARIX vs PMAQX Comparison Chart in %
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BARIX vs. PMAQX commentary
Oct 18, 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 Hold and PMAQX is a Buy.

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FUNDAMENTALS
Fundamentals
PMAQX has more cash in the bank: 31.8B vs. BARIX (3.68B). 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 (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 : -2.59 vs. BARIX (-15.89). PMAQX return over 5 years is better than : 38.23 vs. BARIX (-10.74).
BARIXPMAQXBARIX / PMAQX
Total Expense Ratio1.040.59176%
Annual Report Gross Expense Ratio1.040.59176%
Fund Existence16 years9 years-
Gain YTD-0.8552.442-35%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets3.68B31.8B12%
Annual Yield % from dividends0.000.19-
Returns for 1 year-15.89-2.59613%
Returns for 3 years15.3850.6230%
Returns for 5 years-10.7438.23-28%
Returns for 10 years49.93N/A-
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