BARIX
Price
$100.18
Change
+$0.29 (+0.29%)
Updated
Sep 4 closing price
Net Assets
4.03B
PMBCX
Price
$37.45
Change
+$0.37 (+1.00%)
Updated
Sep 4 closing price
Net Assets
33.05B
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BARIX vs PMBCX

Header iconBARIX vs PMBCX Comparison
Open Charts BARIX vs PMBCXBanner chart's image
Baron Asset Instl
Price$100.18
Change+$0.29 (+0.29%)
VolumeN/A
Net Assets4.03B
Principal MidCap C
Price$37.45
Change+$0.37 (+1.00%)
VolumeN/A
Net Assets33.05B
BARIX vs PMBCX Comparison Chart in %
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BARIX vs. PMBCX 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 PMBCX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBCX has more cash in the bank: 33B vs. BARIX (4.03B). BARIX (0.00) and PMBCX (0.00) have matching dividends . BARIX was incepted earlier than PMBCX: BARIX (16 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 (4.00). 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 : 7.45 vs. BARIX (-7.42). PMBCX return over 5 years is better than : 36.28 vs. BARIX (-0.81).
BARIXPMBCXBARIX / PMBCX
Total Expense Ratio1.041.7559%
Annual Report Gross Expense Ratio1.041.7559%
Fund Existence16 years19 years-
Gain YTD3.4036.38253%
Front LoadN/AN/A-
Min. Initial Investment10000001000100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets4.03B33B12%
Annual Yield % from dividends0.000.00-
Returns for 1 year-7.427.45-100%
Returns for 3 years15.3939.5439%
Returns for 5 years-0.8136.28-2%
Returns for 10 years56.0681.7969%
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