BARIX
Price
$103.30
Change
+$0.93 (+0.91%)
Updated
Jul 3 closing price
Net Assets
4.07B
PMBMX
Price
$43.65
Change
+$0.45 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
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BARIX vs PMBMX

Header iconBARIX vs PMBMX Comparison
Open Charts BARIX vs PMBMXBanner chart's image
Baron Asset Instl
Price$103.30
Change+$0.93 (+0.91%)
VolumeN/A
Net Assets4.07B
Principal MidCap R3
Price$43.65
Change+$0.45 (+1.04%)
VolumeN/A
Net Assets32.28B
BARIX vs PMBMX Comparison Chart in %
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BARIX vs. PMBMX 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 PMBMX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 32.3B vs. BARIX (4.07B). PMBMX pays higher dividends than BARIX: PMBMX (0.02) vs BARIX (0.00). BARIX was incepted earlier than PMBMX: BARIX (16 years) vs PMBMX (25 years). PMBMX (1.14) is less costly to investors than BARIX (1.04). PMBMX is a more actively managed with annual turnover of: 10.50 vs. BARIX (5.48). PMBMX has a lower initial minimum investment than BARIX: PMBMX (0) vs BARIX (1000000). PMBMX annual gain was more profitable for investors over the last year : 14.80 vs. BARIX (-2.50). PMBMX return over 5 years is better than : 55.71 vs. BARIX (6.24).
BARIXPMBMXBARIX / PMBMX
Total Expense Ratio1.041.1491%
Annual Report Gross Expense Ratio1.041.1491%
Fund Existence16 years25 years-
Gain YTD5.2366.85476%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets4.07B32.3B13%
Annual Yield % from dividends0.000.02-
Returns for 1 year-2.5014.80-17%
Returns for 3 years21.8650.1944%
Returns for 5 years6.2455.7111%
Returns for 10 years52.2094.7455%
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