BFGIX
Price
$50.70
Change
+$0.36 (+0.72%)
Updated
Jun 6 closing price
Net Assets
2.44B
PMBMX
Price
$42.27
Change
+$0.28 (+0.67%)
Updated
Jun 6 closing price
Net Assets
30.93B
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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$50.70
Change+$0.36 (+0.72%)
VolumeN/A
Net Assets2.44B
Principal MidCap R3
Price$42.27
Change+$0.28 (+0.67%)
VolumeN/A
Net Assets30.93B
BFGIX vs PMBMX Comparison Chart
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BFGIX vs. PMBMX 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 PMBMX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 30.9B vs. BFGIX (2.44B). 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 : 32.61 vs. PMBMX (11.05). BFGIX return over 5 years is better than : 112.32 vs. PMBMX (42.56).
BFGIXPMBMXBFGIX / PMBMX
Total Expense Ratio1.051.1492%
Annual Report Gross Expense Ratio1.051.1492%
Fund Existence16 years25 years-
Gain YTD1.7792.79164%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets2.44B30.9B8%
Annual Yield % from dividends0.000.02-
Returns for 1 year32.6111.05295%
Returns for 3 years36.9832.49114%
Returns for 5 years112.3242.56264%
Returns for 10 years232.0186.33269%
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