BFGIX
Price
$50.14
Change
+$0.23 (+0.46%)
Updated
Jan 17 closing price
Net Assets
2.11B
PEMGX
Price
$43.55
Change
+$0.27 (+0.62%)
Updated
Jan 17 closing price
Net Assets
29.35B
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BFGIX vs PEMGX

Header iconBFGIX vs PEMGX Comparison
Open Charts BFGIX vs PEMGXBanner chart's image
Baron Focused Growth Institutional
Price$50.14
Change+$0.23 (+0.46%)
VolumeN/A
Net Assets2.11B
Principal MidCap A
Price$43.55
Change+$0.27 (+0.62%)
VolumeN/A
Net Assets29.35B
BFGIX vs PEMGX Comparison Chart
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BFGIX vs. PEMGX commentary
Jan 19, 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 BFGIX is a Hold and PEMGX is a Hold.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 29.3B vs. BFGIX (2.11B). BFGIX (0.00) and PEMGX (0.00) have matching dividends . BFGIX was incepted earlier than PEMGX: BFGIX (16 years) vs PEMGX (20 years). PEMGX is a more actively managed with annual turnover of: 10.10 vs. BFGIX (5.84). PEMGX has a lower initial minimum investment than BFGIX: PEMGX (1000) vs BFGIX (1000000). BFGIX annual gain was more profitable for investors over the last year : 35.51 vs. PEMGX (19.41). BFGIX return over 5 years is better than : 129.26 vs. PEMGX (38.39).
BFGIXPEMGXBFGIX / PEMGX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence16 years20 years-
Gain YTD1.3752.18263%
Front LoadN/AN/A-
Min. Initial Investment10000001000100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets2.11B29.3B7%
Annual Yield % from dividends0.000.00-
Returns for 1 year35.5119.41183%
Returns for 3 years17.3418.8992%
Returns for 5 years129.2638.39337%
Returns for 10 years264.95106.57249%
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