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BFGIX vs PEMGX
BFGIX vs PEMGX Comparison
Open Charts BFGIX vs PEMGX
Baron Focused Growth Institutional
Price$43.42
Change-$1.50 (-3.34%)
VolumeN/A
Net Assets2.12B
BFGIX vs PEMGX Comparison Chart
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BFGIX vs. PEMGX commentary
Apr 11, 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 Buy.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 28.5B vs. BFGIX (2.12B). BFGIX (0.00) and PEMGX (0.00) have matching dividends . BFGIX was incepted earlier than PEMGX: BFGIX (16 years) vs PEMGX (20 years). BFGIX (1.06) is less costly to investors than PEMGX (0.95). PEMGX is a more actively managed with annual turnover of: 10.50 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 : 17.81 vs. PEMGX (4.45). BFGIX return over 5 years is better than : 141.25 vs. PEMGX (63.85).
| BFGIX | PEMGX | BFGIX / PEMGX | |
| Total Expense Ratio | 1.06 | 0.95 | 112% |
| Annual Report Gross Expense Ratio | 1.06 | 0.95 | 112% |
| Fund Existence | 16 years | 20 years | - |
| Gain YTD | -9.179 | -3.543 | 259% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.12B | 28.5B | 7% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 17.81 | 4.45 | 401% |
| Returns for 3 years | 12.64 | 17.66 | 72% |
| Returns for 5 years | 141.25 | 63.85 | 221% |
| Returns for 10 years | 198.81 | 77.39 | 257% |
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