BARIX
Price
$103.30
Change
+$0.93 (+0.91%)
Updated
Jul 3 closing price
Net Assets
4.07B
PMBPX
Price
$46.52
Change
+$0.48 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
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BARIX vs PMBPX

Header iconBARIX vs PMBPX Comparison
Open Charts BARIX vs PMBPXBanner chart's image
Baron Asset Instl
Price$103.30
Change+$0.93 (+0.91%)
VolumeN/A
Net Assets4.07B
Principal MidCap R5
Price$46.52
Change+$0.48 (+1.04%)
VolumeN/A
Net Assets32.28B
BARIX vs PMBPX Comparison Chart in %
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BARIX vs. PMBPX 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 PMBPX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32.3B vs. BARIX (4.07B). PMBPX pays higher dividends than BARIX: PMBPX (0.01) vs BARIX (0.00). BARIX was incepted earlier than PMBPX: BARIX (16 years) vs PMBPX (25 years). BARIX (1.04) is less costly to investors than PMBPX (0.83). PMBPX is a more actively managed with annual turnover of: 10.50 vs. BARIX (5.48). PMBPX has a lower initial minimum investment than BARIX: PMBPX (0) vs BARIX (1000000). PMBPX annual gain was more profitable for investors over the last year : 15.41 vs. BARIX (-2.50). PMBPX return over 5 years is better than : 59.60 vs. BARIX (6.24).
BARIXPMBPXBARIX / PMBPX
Total Expense Ratio1.040.83125%
Annual Report Gross Expense Ratio1.040.83125%
Fund Existence16 years25 years-
Gain YTD5.2367.04174%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets4.07B32.3B13%
Annual Yield % from dividends0.000.01-
Returns for 1 year-2.5015.41-16%
Returns for 3 years21.8652.3942%
Returns for 5 years6.2459.6010%
Returns for 10 years52.20104.4650%
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