BARUX
Price
$104.33
Change
+$0.80 (+0.77%)
Updated
Jul 25 closing price
Net Assets
4.11B
PEMGX
Price
$46.05
Change
-$0.22 (-0.48%)
Updated
Jul 28 closing price
Net Assets
33.21B
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BARUX vs PEMGX

Header iconBARUX vs PEMGX Comparison
Open Charts BARUX vs PEMGXBanner chart's image
Baron Asset R6
Price$104.33
Change+$0.80 (+0.77%)
VolumeN/A
Net Assets4.11B
Principal MidCap A
Price$46.05
Change-$0.22 (-0.48%)
VolumeN/A
Net Assets33.21B
BARUX vs PEMGX Comparison Chart in %
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BARUX vs. PEMGX commentary
Jul 29, 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 BARUX is a Buy and PEMGX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 33.2B vs. BARUX (4.11B). BARUX (0.00) and PEMGX (0.00) have matching dividends . BARUX was incepted earlier than PEMGX: BARUX (10 years) vs PEMGX (20 years). BARUX (1.04) is less costly to investors than PEMGX (0.91). PEMGX is a more actively managed with annual turnover of: 10.50 vs. BARUX (4.00). PEMGX has a lower initial minimum investment than BARUX: PEMGX (1000) vs BARUX (5000000). PEMGX annual gain was more profitable for investors over the last year : 13.43 vs. BARUX (-2.18). PEMGX return over 5 years is better than : 55.06 vs. BARUX (4.82).
BARUXPEMGXBARUX / PEMGX
Total Expense Ratio1.040.91114%
Annual Report Gross Expense Ratio1.040.91114%
Fund Existence10 years20 years-
Gain YTD6.3298.56474%
Front LoadN/A6%-
Min. Initial Investment50000001000500,000%
Min. Initial Investment IRAN/AN/A-
Net Assets4.11B33.2B12%
Annual Yield % from dividends0.000.00-
Returns for 1 year-2.1813.43-16%
Returns for 3 years20.2148.7841%
Returns for 5 years4.8255.069%
Returns for 10 yearsN/A103.87-
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