BARIX
Price
$101.19
Change
-$1.29 (-1.26%)
Updated
Jun 13 closing price
Net Assets
4.07B
PMBCX
Price
$35.64
Change
-$0.55 (-1.52%)
Updated
Jun 13 closing price
Net Assets
30.56B
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BARIX vs PMBCX

Header iconBARIX vs PMBCX Comparison
Open Charts BARIX vs PMBCXBanner chart's image
Baron Asset Instl
Price$101.19
Change-$1.29 (-1.26%)
VolumeN/A
Net Assets4.07B
Principal MidCap C
Price$35.64
Change-$0.55 (-1.52%)
VolumeN/A
Net Assets30.56B
BARIX vs PMBCX Comparison Chart
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BARIX vs. PMBCX commentary
Jun 16, 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.

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FUNDAMENTALS
Fundamentals
PMBCX has more cash in the bank: 30.6B 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 : 9.12 vs. BARIX (-4.40). PMBCX return over 5 years is better than : 42.73 vs. BARIX (9.50).
BARIXPMBCXBARIX / PMBCX
Total Expense Ratio1.041.7559%
Annual Report Gross Expense Ratio1.041.7559%
Fund Existence16 years18 years-
Gain YTD3.0871.538201%
Front LoadN/AN/A-
Min. Initial Investment10000001000100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets4.07B30.6B13%
Annual Yield % from dividends0.000.00-
Returns for 1 year-4.409.12-48%
Returns for 3 years25.1442.8559%
Returns for 5 years9.5042.7322%
Returns for 10 years48.4265.5474%
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