BFGIX
Price
$50.70
Change
+$0.36 (+0.72%)
Updated
Jun 6 closing price
Net Assets
2.44B
PMBJX
Price
$42.29
Change
+$0.28 (+0.67%)
Updated
Jun 6 closing price
Net Assets
30.93B
Interact to see
Advertisement

BFGIX vs PMBJX

Header iconBFGIX vs PMBJX Comparison
Open Charts BFGIX vs PMBJXBanner chart's image
Baron Focused Growth Institutional
Price$50.70
Change+$0.36 (+0.72%)
VolumeN/A
Net Assets2.44B
Principal MidCap J
Price$42.29
Change+$0.28 (+0.67%)
VolumeN/A
Net Assets30.93B
BFGIX vs PMBJX Comparison Chart
Loading...
View a ticker or compare two or three
VS
BFGIX vs. PMBJX commentary
Jun 07, 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 PMBJX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 30.9B vs. BFGIX (2.44B). PMBJX pays higher dividends than BFGIX: PMBJX (0.06) vs BFGIX (0.00). BFGIX was incepted earlier than PMBJX: BFGIX (16 years) vs PMBJX (24 years). BFGIX (1.05) is less costly to investors than PMBJX (0.78). PMBJX is a more actively managed with annual turnover of: 10.50 vs. BFGIX (6.00). PMBJX has a lower initial minimum investment than BFGIX: PMBJX (1000) vs BFGIX (1000000). BFGIX annual gain was more profitable for investors over the last year : 32.61 vs. PMBJX (11.47). BFGIX return over 5 years is better than : 112.32 vs. PMBJX (44.95).
BFGIXPMBJXBFGIX / PMBJX
Total Expense Ratio1.050.78135%
Annual Report Gross Expense Ratio1.050.78135%
Fund Existence16 years24 years-
Gain YTD1.7792.94061%
Front LoadN/AN/A-
Min. Initial Investment10000001000100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets2.44B30.9B8%
Annual Yield % from dividends0.000.06-
Returns for 1 year32.6111.47284%
Returns for 3 years36.9833.87109%
Returns for 5 years112.3244.95250%
Returns for 10 years232.0191.79253%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
ENHRX10.220.10
+0.99%
Cullen Enhanced Equity Income Retail
PNECX10.42N/A
N/A
Virtus NFJ Dividend Value C
GLOIX14.08N/A
N/A
Gabelli International Small Cap I
RGGYX24.78N/A
N/A
Victory RS Global Y
JHIGX31.51N/A
N/A
JHancock International Growth R2