BFGIX
Price
$54.00
Change
+$0.10 (+0.19%)
Updated
Aug 28 closing price
Net Assets
2.67B
PEMGX
Price
$45.76
Change
+$0.03 (+0.07%)
Updated
Aug 28 closing price
Net Assets
32.88B
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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$54.00
Change+$0.10 (+0.19%)
VolumeN/A
Net Assets2.67B
Principal MidCap A
Price$45.76
Change+$0.03 (+0.07%)
VolumeN/A
Net Assets32.88B
BFGIX vs PEMGX Comparison Chart in %
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BFGIX vs. PEMGX commentary
Aug 29, 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 Buy and PEMGX is a Buy.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 32.9B vs. BFGIX (2.67B). BFGIX (0.00) and PEMGX (0.00) have matching dividends . BFGIX was incepted earlier than PEMGX: BFGIX (16 years) vs PEMGX (20 years). BFGIX (1.05) is less costly to investors than PEMGX (0.91). PEMGX is a more actively managed with annual turnover of: 10.50 vs. BFGIX (6.00). 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 : 32.86 vs. PEMGX (8.08). BFGIX return over 5 years is better than : 54.09 vs. PEMGX (43.09).
BFGIXPEMGXBFGIX / PEMGX
Total Expense Ratio1.050.91115%
Annual Report Gross Expense Ratio1.050.91115%
Fund Existence16 years20 years-
Gain YTD8.9777.297123%
Front LoadN/A6%-
Min. Initial Investment10000001000100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets2.67B32.9B8%
Annual Yield % from dividends0.000.00-
Returns for 1 year32.868.08406%
Returns for 3 years41.4742.2098%
Returns for 5 years54.0943.09126%
Returns for 10 years286.99109.20263%
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