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BARIX vs PMBJX
BARIX vs PMBJX Comparison
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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.
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).
| BARIX | PMBJX | BARIX / PMBJX | |
| Total Expense Ratio | 1.04 | 0.78 | 133% |
| Annual Report Gross Expense Ratio | 1.04 | 0.78 | 133% |
| Fund Existence | 16 years | 24 years | - |
| Gain YTD | 5.236 | 7.057 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.07B | 32.3B | 13% |
| Annual Yield % from dividends | 0.00 | 0.06 | - |
| Returns for 1 year | -2.50 | 15.26 | -16% |
| Returns for 3 years | 21.86 | 51.79 | 42% |
| Returns for 5 years | 6.24 | 58.39 | 11% |
| Returns for 10 years | 52.20 | 100.46 | 52% |
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