BARIX
Price
$104.37
Change
+$0.79 (+0.76%)
Updated
Jul 25 closing price
Net Assets
4.11B
PMBMX
Price
$44.29
Change
+$0.31 (+0.70%)
Updated
Jul 25 closing price
Net Assets
33.21B
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BARIX vs PMBMX

Header iconBARIX vs PMBMX Comparison
Open Charts BARIX vs PMBMXBanner chart's image
Baron Asset Instl
Price$104.37
Change+$0.79 (+0.76%)
VolumeN/A
Net Assets4.11B
Principal MidCap R3
Price$44.29
Change+$0.31 (+0.70%)
VolumeN/A
Net Assets33.21B
BARIX vs PMBMX Comparison Chart in %
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BARIX vs. PMBMX 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 PMBMX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 33.2B vs. BARIX (4.11B). 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 (4.00). 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 : 13.04 vs. BARIX (-2.17). PMBMX return over 5 years is better than : 52.44 vs. BARIX (4.84).
BARIXPMBMXBARIX / PMBMX
Total Expense Ratio1.041.1491%
Annual Report Gross Expense Ratio1.041.1491%
Fund Existence16 years25 years-
Gain YTD6.3268.42175%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets4.11B33.2B12%
Annual Yield % from dividends0.000.02-
Returns for 1 year-2.1713.04-17%
Returns for 3 years20.2347.2743%
Returns for 5 years4.8452.449%
Returns for 10 years53.8097.4255%
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