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BEGRX vs PIRMX

Both BEGRX and PIRMX are mutual funds. BEGRX has a higher 5-year return than PIRMX (11.07% vs 6.51%). BEGRX has a higher expense ratio than PIRMX (0.82% vs 0.62%). Below is the comparison between BEGRX and PIRMX.

BEGRX PIRMX
Security Type Mutual fund Mutual fund
Segment U.S. Balanced: — U.S. Balanced: —
Family Franklin Templeton Investments PIMCO
Net Assets $2.58B $1.63B
Expense Ratio 0.82% 0.62%
Management Style active active
Dividend Yield 2.37% 3.59%
Minimum Investment N/A $25,000.00
YTD Return 15.05% 9.30%
1-Year Return 1.77% 5.14%
3-Year Return 10.86% 8.55%
5-Year Return 11.07% 6.51%
10-Year Return 10.22% N/A

BEGRX description

The Fund seeks capital appreciation, which may occasionally be short-term. The secondary investment goal is income. Under normal market conditions, the Fund invests primarily in equity securities of U.S. and foreign companies that the manager believes are available at market prices less than their intrinsic value.

BEGRX performance & returns

YTD Return 15.05%
1-Month Return -1.66%
3-Month Return 1.77%
1-Year Return 1.77%
3-Year Return 10.86%
5-Year Return 11.07%
10-Year Return 10.22%
BEGRX expense ratio is 0.82%.

BEGRX holdings

Top 10 Holdings (38.36% of Total Assets)

Name Symbol % Assets
Oracle Corp ORCL 4.60%
Charter Communications Inc A CHTR 4.53%
Sensata Technologies Holding PLC ST 4.39%
GlaxoSmithKline PLC GSK.L 3.93%
Medtronic PLC MDT 3.79%
Samsung Electronics Co Ltd Participating Preferred 005935.KS 3.71%
Merck & Co Inc MRK 3.53%
British American Tobacco PLC BATS.L 3.39%
Heineken NV HEIA 3.27%
Cognizant Technology Solutions Corp A CTSH 3.22%

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PIRMX description

The Fund seeks total return which exceeds that of its benchmark. The Fund seeks to achieve its investment objective by investing under normal circumstances in a combination of Fixed Income Instruments of varying maturities. The Fund may also invest up to 25% of its total assets in equity-related investments.

PIRMX performance & returns

YTD Return 9.30%
1-Month Return 1.08%
3-Month Return 5.14%
1-Year Return 5.14%
3-Year Return 8.55%
5-Year Return 6.51%
10-Year Return N/A
PIRMX expense ratio is 0.62%.

PIRMX holdings

Top 10 Holdings (126.88% of Total Assets)

Name Symbol % Assets
Fin Fut Euro-Schatz 2yr Eux 09/08/20 N/A 38.24%
Pimco Cayman Commodity Fund Vii Ltd N/A 16.66%
5 Year Treasury Note Future Sept 20 ZFU0 11.86%
Federal National Mortgage Association 4% N/A 11.73%
Fin Fut Euro-Bobl 5y Eux 09/08/20 N/A 9.49%
10 Year Treasury Note Future Sept 20 ZNU0 9.08%
PIMCO Em Mkts Ccy and S/T Invsmt Instl PLMIX 8.45%
United States Treasury Notes 0.12% N/A 7.59%
United States Treasury Notes 0.25% N/A 7.40%
Federal National Mortgage Association 3.5% N/A 6.38%

Other relevant PIRMX comparisons

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