BARIX
Price
$104.37
Change
+$0.79 (+0.76%)
Updated
Jul 25 closing price
Net Assets
4.11B
PMBJX
Price
$44.34
Change
+$0.32 (+0.73%)
Updated
Jul 25 closing price
Net Assets
33.21B
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BARIX vs PMBJX

Header iconBARIX vs PMBJX Comparison
Open Charts BARIX vs PMBJXBanner chart's image
Baron Asset Instl
Price$104.37
Change+$0.79 (+0.76%)
VolumeN/A
Net Assets4.11B
Principal MidCap J
Price$44.34
Change+$0.32 (+0.73%)
VolumeN/A
Net Assets33.21B
BARIX vs PMBJX Comparison Chart in %
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BARIX vs. PMBJX commentary
Jul 27, 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: 33.2B vs. BARIX (4.11B). 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 (4.00). 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 : 13.47 vs. BARIX (-2.17). PMBJX return over 5 years is better than : 55.02 vs. BARIX (4.84).
BARIXPMBJXBARIX / PMBJX
Total Expense Ratio1.040.78133%
Annual Report Gross Expense Ratio1.040.78133%
Fund Existence16 years24 years-
Gain YTD6.3268.65073%
Front LoadN/AN/A-
Min. Initial Investment10000001000100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets4.11B33.2B12%
Annual Yield % from dividends0.000.06-
Returns for 1 year-2.1713.47-16%
Returns for 3 years20.2348.8841%
Returns for 5 years4.8455.029%
Returns for 10 years53.80103.2652%
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