BARIX
Price
$104.37
Change
+$0.79 (+0.76%)
Updated
Jul 25 closing price
Net Assets
4.11B
PMBPX
Price
$47.20
Change
+$0.33 (+0.70%)
Updated
Jul 25 closing price
Net Assets
33.21B
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BARIX vs PMBPX

Header iconBARIX vs PMBPX Comparison
Open Charts BARIX vs PMBPXBanner chart's image
Baron Asset Instl
Price$104.37
Change+$0.79 (+0.76%)
VolumeN/A
Net Assets4.11B
Principal MidCap R5
Price$47.20
Change+$0.33 (+0.70%)
VolumeN/A
Net Assets33.21B
BARIX vs PMBPX Comparison Chart in %
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BARIX vs. PMBPX 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 PMBPX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 33.2B vs. BARIX (4.11B). 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 (4.00). 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 : 13.61 vs. BARIX (-2.17). PMBPX return over 5 years is better than : 56.25 vs. BARIX (4.84).
BARIXPMBPXBARIX / PMBPX
Total Expense Ratio1.040.83125%
Annual Report Gross Expense Ratio1.040.83125%
Fund Existence16 years25 years-
Gain YTD6.3268.60674%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets4.11B33.2B12%
Annual Yield % from dividends0.000.01-
Returns for 1 year-2.1713.61-16%
Returns for 3 years20.2349.3841%
Returns for 5 years4.8456.259%
Returns for 10 years53.80107.2750%
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