BARIX
Price
$103.30
Change
+$0.93 (+0.91%)
Updated
Jul 3 closing price
Net Assets
4.07B
PMBJX
Price
$43.69
Change
+$0.45 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
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BARIX vs PMBJX

Header iconBARIX vs PMBJX Comparison
Open Charts BARIX vs PMBJXBanner chart's image
Baron Asset Instl
Price$103.30
Change+$0.93 (+0.91%)
VolumeN/A
Net Assets4.07B
Principal MidCap J
Price$43.69
Change+$0.45 (+1.04%)
VolumeN/A
Net Assets32.28B
BARIX vs PMBJX Comparison Chart in %
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BARIX vs. PMBJX 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 PMBJX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 32.3B 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 : 15.26 vs. BARIX (-2.50). PMBJX return over 5 years is better than : 58.39 vs. BARIX (6.24).
BARIXPMBJXBARIX / PMBJX
Total Expense Ratio1.040.78133%
Annual Report Gross Expense Ratio1.040.78133%
Fund Existence16 years24 years-
Gain YTD5.2367.05774%
Front LoadN/AN/A-
Min. Initial Investment10000001000100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets4.07B32.3B13%
Annual Yield % from dividends0.000.06-
Returns for 1 year-2.5015.26-16%
Returns for 3 years21.8651.7942%
Returns for 5 years6.2458.3911%
Returns for 10 years52.20100.4652%
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