BARIX
Price
$103.30
Change
+$0.93 (+0.91%)
Updated
Jul 3 closing price
Net Assets
4.07B
PMBCX
Price
$37.40
Change
+$0.38 (+1.03%)
Updated
Jul 3 closing price
Net Assets
32.28B
Interact to see
Advertisement

BARIX vs PMBCX

Header iconBARIX vs PMBCX Comparison
Open Charts BARIX vs PMBCXBanner chart's image
Baron Asset Instl
Price$103.30
Change+$0.93 (+0.91%)
VolumeN/A
Net Assets4.07B
Principal MidCap C
Price$37.40
Change+$0.38 (+1.03%)
VolumeN/A
Net Assets32.28B
BARIX vs PMBCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
BARIX vs. PMBCX 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 PMBCX is a StrongBuy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
PMBCX has more cash in the bank: 32.3B vs. BARIX (4.07B). BARIX (0.00) and PMBCX (0.00) have matching dividends . BARIX was incepted earlier than PMBCX: BARIX (16 years) vs PMBCX (18 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 (5.48). PMBCX has a lower initial minimum investment than BARIX: PMBCX (1000) vs BARIX (1000000). PMBCX annual gain was more profitable for investors over the last year : 13.57 vs. BARIX (-2.50). PMBCX return over 5 years is better than : 47.59 vs. BARIX (6.24).
BARIXPMBCXBARIX / PMBCX
Total Expense Ratio1.041.7559%
Annual Report Gross Expense Ratio1.041.7559%
Fund Existence16 years18 years-
Gain YTD5.2366.55380%
Front LoadN/AN/A-
Min. Initial Investment10000001000100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets4.07B32.3B13%
Annual Yield % from dividends0.000.00-
Returns for 1 year-2.5013.57-18%
Returns for 3 years21.8645.5848%
Returns for 5 years6.2447.5913%
Returns for 10 years52.2075.6769%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
VMAX51.071.31
+2.63%
Hartford US Value ETF
PSI61.750.59
+0.97%
Invesco Semiconductors ETF
VOOG399.753.75
+0.95%
Vanguard S&P 500 Growth ETF
CWS70.830.53
+0.76%
AdvisorShares Focused Equity ETF
NXTV25.50N/A
N/A
Simplify Next Intangible Value Index ETF