BFGFX
Price
$45.69
Change
+$0.13 (+0.29%)
Updated
May 9 closing price
Net Assets
2.16B
PMBPX
Price
$44.19
Change
-$0.08 (-0.18%)
Updated
May 9 closing price
Net Assets
30.38B
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BFGFX vs PMBPX

Header iconBFGFX vs PMBPX Comparison
Open Charts BFGFX vs PMBPXBanner chart's image
Baron Focused Growth Retail
Price$45.69
Change+$0.13 (+0.29%)
VolumeN/A
Net Assets2.16B
Principal MidCap R5
Price$44.19
Change-$0.08 (-0.18%)
VolumeN/A
Net Assets30.38B
BFGFX vs PMBPX Comparison Chart
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BFGFX vs. PMBPX commentary
May 12, 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 BFGFX is a Buy and PMBPX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 30.4B vs. BFGFX (2.16B). PMBPX pays higher dividends than BFGFX: PMBPX (0.01) vs BFGFX (0.00). BFGFX was incepted earlier than PMBPX: BFGFX (17 years) vs PMBPX (24 years). BFGFX (1.32) is less costly to investors than PMBPX (0.83). PMBPX is a more actively managed with annual turnover of: 10.50 vs. BFGFX (6.00). PMBPX has a lower initial minimum investment than BFGFX: PMBPX (0) vs BFGFX (2000). BFGFX annual gain was more profitable for investors over the last year : 27.52 vs. PMBPX (8.61). BFGFX return over 5 years is better than : 125.07 vs. PMBPX (65.77).
BFGFXPMBPXBFGFX / PMBPX
Total Expense Ratio1.320.83159%
Annual Report Gross Expense Ratio1.320.83159%
Fund Existence17 years24 years-
Gain YTD-3.2201.680-192%
Front LoadN/AN/A-
Min. Initial Investment20000-
Min. Initial Investment IRAN/AN/A-
Net Assets2.16B30.4B7%
Annual Yield % from dividends0.000.01-
Returns for 1 year27.528.61320%
Returns for 3 years34.9841.6584%
Returns for 5 years125.0765.77190%
Returns for 10 years206.1392.95222%
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