BARIX
Price
$107.81
Change
+$1.02 (+0.96%)
Updated
Dec 11 closing price
Net Assets
3.95B
PMBPX
Price
$42.19
Change
-$2.05 (-4.63%)
Updated
Dec 11 closing price
Net Assets
29.83B
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BARIX vs PMBPX

Header iconBARIX vs PMBPX Comparison
Open Charts BARIX vs PMBPXBanner chart's image
Baron Asset Instl
Price$107.81
Change+$1.02 (+0.96%)
VolumeN/A
Net Assets3.95B
Principal MidCap R5
Price$42.19
Change-$2.05 (-4.63%)
VolumeN/A
Net Assets29.83B
BARIX vs PMBPX Comparison Chart in %
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BARIX vs. PMBPX commentary
Dec 13, 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 Hold.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 29.8B vs. BARIX (3.95B). PMBPX pays higher dividends than BARIX: PMBPX (0.01) vs BARIX (0.00). BARIX was incepted earlier than PMBPX: BARIX (17 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). BARIX (-10.68) and PMBPX (-10.82) have marching annual gain over last year. PMBPX return over 5 years is better than : 22.09 vs. BARIX (-4.09).
BARIXPMBPXBARIX / PMBPX
Total Expense Ratio1.040.83125%
Annual Report Gross Expense Ratio1.040.83125%
Fund Existence17 years25 years-
Gain YTD9.833-2.922-336%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets3.95B29.8B13%
Annual Yield % from dividends0.000.01-
Returns for 1 year-10.68-10.8299%
Returns for 3 years13.7029.3547%
Returns for 5 years-4.0922.09-19%
Returns for 10 years86.8596.4190%
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