BARUX
Price
$100.14
Change
+$0.29 (+0.29%)
Updated
Sep 4 closing price
Net Assets
4.03B
PMBPX
Price
$46.51
Change
-$0.14 (-0.30%)
Updated
Sep 5 closing price
Net Assets
33.13B
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BARUX vs PMBPX

Header iconBARUX vs PMBPX Comparison
Open Charts BARUX vs PMBPXBanner chart's image
Baron Asset R6
Price$100.14
Change+$0.29 (+0.29%)
VolumeN/A
Net Assets4.03B
Principal MidCap R5
Price$46.51
Change-$0.14 (-0.30%)
VolumeN/A
Net Assets33.13B
BARUX vs PMBPX Comparison Chart in %
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BARUX vs. PMBPX commentary
Sep 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 BARUX is a StrongBuy and PMBPX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 33.1B vs. BARUX (4.03B). PMBPX pays higher dividends than BARUX: PMBPX (0.01) vs BARUX (0.00). BARUX was incepted earlier than PMBPX: BARUX (10 years) vs PMBPX (25 years). BARUX (1.04) is less costly to investors than PMBPX (0.83). PMBPX is a more actively managed with annual turnover of: 10.50 vs. BARUX (4.00). PMBPX has a lower initial minimum investment than BARUX: PMBPX (0) vs BARUX (5000000). PMBPX annual gain was more profitable for investors over the last year : 9.16 vs. BARUX (-7.44). PMBPX return over 5 years is better than : 47.38 vs. BARUX (-0.84).
BARUXPMBPXBARUX / PMBPX
Total Expense Ratio1.040.83125%
Annual Report Gross Expense Ratio1.040.83125%
Fund Existence10 years25 years-
Gain YTD3.3947.01848%
Front LoadN/AN/A-
Min. Initial Investment50000000-
Min. Initial Investment IRAN/AN/A-
Net Assets4.03B33.1B12%
Annual Yield % from dividends0.000.01-
Returns for 1 year-7.449.16-81%
Returns for 3 years15.3646.0433%
Returns for 5 years-0.8447.38-2%
Returns for 10 yearsN/A111.63-
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