BFGIX
Price
$52.30
Change
+$0.22 (+0.42%)
Updated
Jul 11 closing price
Net Assets
2.56B
PMBMX
Price
$43.08
Change
-$0.38 (-0.87%)
Updated
Jul 11 closing price
Net Assets
31.98B
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BFGIX vs PMBMX

Header iconBFGIX vs PMBMX Comparison
Open Charts BFGIX vs PMBMXBanner chart's image
Baron Focused Growth Institutional
Price$52.30
Change+$0.22 (+0.42%)
VolumeN/A
Net Assets2.56B
Principal MidCap R3
Price$43.08
Change-$0.38 (-0.87%)
VolumeN/A
Net Assets31.98B
BFGIX vs PMBMX Comparison Chart in %
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BFGIX vs. PMBMX commentary
Jul 13, 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 PMBMX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 32B vs. BFGIX (2.56B). PMBMX pays higher dividends than BFGIX: PMBMX (0.02) vs BFGIX (0.00). BFGIX was incepted earlier than PMBMX: BFGIX (16 years) vs PMBMX (25 years). PMBMX (1.14) is less costly to investors than BFGIX (1.05). PMBMX is a more actively managed with annual turnover of: 10.50 vs. BFGIX (6.00). PMBMX has a lower initial minimum investment than BFGIX: PMBMX (0) vs BFGIX (1000000). BFGIX annual gain was more profitable for investors over the last year : 31.95 vs. PMBMX (12.18). BFGIX return over 5 years is better than : 89.31 vs. PMBMX (53.93).
BFGIXPMBMXBFGIX / PMBMX
Total Expense Ratio1.051.1492%
Annual Report Gross Expense Ratio1.051.1492%
Fund Existence16 years25 years-
Gain YTD5.2976.38983%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets2.56B32B8%
Annual Yield % from dividends0.000.02-
Returns for 1 year31.9512.18262%
Returns for 3 years52.5050.31104%
Returns for 5 years89.3153.93166%
Returns for 10 years235.9890.82260%
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