BARIX
Price
$101.19
Change
-$1.29 (-1.26%)
Updated
Jun 13 closing price
Net Assets
4.07B
PMBJX
Price
$41.61
Change
-$0.64 (-1.51%)
Updated
Jun 13 closing price
Net Assets
30.56B
Interact to see
Advertisement

BARIX vs PMBJX

Header iconBARIX vs PMBJX Comparison
Open Charts BARIX vs PMBJXBanner chart's image
Baron Asset Instl
Price$101.19
Change-$1.29 (-1.26%)
VolumeN/A
Net Assets4.07B
Principal MidCap J
Price$41.61
Change-$0.64 (-1.51%)
VolumeN/A
Net Assets30.56B
BARIX vs PMBJX Comparison Chart
Loading...
View a ticker or compare two or three
VS
BARIX vs. PMBJX 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 PMBJX is a StrongBuy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 30.6B vs. BARIX (4.07B). PMBJX pays higher dividends than BARIX: PMBJX (0.06) vs BARIX (0.00). BARIX was incepted earlier than PMBJX: BARIX (16 years) vs PMBJX (24 years). BARIX (1.04) is less costly to investors than PMBJX (0.78). PMBJX is a more actively managed with annual turnover of: 10.50 vs. BARIX (5.48). PMBJX has a lower initial minimum investment than BARIX: PMBJX (1000) vs BARIX (1000000). PMBJX annual gain was more profitable for investors over the last year : 10.12 vs. BARIX (-4.40). PMBJX return over 5 years is better than : 53.13 vs. BARIX (9.50).
BARIXPMBJXBARIX / PMBJX
Total Expense Ratio1.040.78133%
Annual Report Gross Expense Ratio1.040.78133%
Fund Existence16 years24 years-
Gain YTD3.0871.960157%
Front LoadN/AN/A-
Min. Initial Investment10000001000100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets4.07B30.6B13%
Annual Yield % from dividends0.000.06-
Returns for 1 year-4.4010.12-44%
Returns for 3 years25.1448.9651%
Returns for 5 years9.5053.1318%
Returns for 10 years48.4288.9454%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
MLPTX9.880.02
+0.20%
Invesco SteelPath MLP Select 40 Y
JGEFX12.49-0.12
-0.95%
JHancock Global Equity I
GILIX20.43-0.24
-1.16%
NAA Large Core Instl
WLIVX17.48-0.27
-1.52%
WCM Focused International Equity Inv
FCPCX28.55-0.49
-1.69%
Fidelity Advisor Intl Cap App C