BARIX
Price
$106.83
Change
-$0.98 (-0.91%)
Updated
Dec 12 closing price
Net Assets
3.9B
PMBCX
Price
$33.11
Change
-$0.16 (-0.48%)
Updated
Dec 12 closing price
Net Assets
29.83B
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BARIX vs PMBCX

Header iconBARIX vs PMBCX Comparison
Open Charts BARIX vs PMBCXBanner chart's image
Baron Asset Instl
Price$106.83
Change-$0.98 (-0.91%)
VolumeN/A
Net Assets3.9B
Principal MidCap C
Price$33.11
Change-$0.16 (-0.48%)
VolumeN/A
Net Assets29.83B
BARIX vs PMBCX Comparison Chart in %
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BARIX vs. PMBCX 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 PMBCX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBCX has more cash in the bank: 29.8B vs. BARIX (3.9B). BARIX (0.00) and PMBCX (0.00) have matching dividends . BARIX was incepted earlier than PMBCX: BARIX (17 years) vs PMBCX (19 years). PMBCX (1.75) is less costly to investors than BARIX (1.04). PMBCX is a more actively managed with annual turnover of: 10.50 vs. BARIX (6.00). PMBCX has a lower initial minimum investment than BARIX: PMBCX (1000) vs BARIX (1000000). BARIX annual gain was more profitable for investors over the last year : -10.68 vs. PMBCX (-13.58). PMBCX return over 5 years is better than : 11.31 vs. BARIX (-4.09).
BARIXPMBCXBARIX / PMBCX
Total Expense Ratio1.041.7559%
Annual Report Gross Expense Ratio1.041.7559%
Fund Existence17 years19 years-
Gain YTD9.833-5.214-189%
Front LoadN/AN/A-
Min. Initial Investment10000001000100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets3.9B29.8B13%
Annual Yield % from dividends0.000.00-
Returns for 1 year-10.68-13.5879%
Returns for 3 years13.7021.6963%
Returns for 5 years-4.0911.31-36%
Returns for 10 years86.8566.10131%
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