BFGIX
Price
$50.70
Change
+$0.36 (+0.72%)
Updated
Jun 6 closing price
Net Assets
2.44B
PMBPX
Price
$45.03
Change
+$0.30 (+0.67%)
Updated
Jun 6 closing price
Net Assets
30.93B
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BFGIX vs PMBPX

Header iconBFGIX vs PMBPX Comparison
Open Charts BFGIX vs PMBPXBanner chart's image
Baron Focused Growth Institutional
Price$50.70
Change+$0.36 (+0.72%)
VolumeN/A
Net Assets2.44B
Principal MidCap R5
Price$45.03
Change+$0.30 (+0.67%)
VolumeN/A
Net Assets30.93B
BFGIX vs PMBPX Comparison Chart
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BFGIX vs. PMBPX 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 PMBPX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 30.9B vs. BFGIX (2.44B). PMBPX pays higher dividends than BFGIX: PMBPX (0.01) vs BFGIX (0.00). BFGIX was incepted earlier than PMBPX: BFGIX (16 years) vs PMBPX (25 years). BFGIX (1.05) is less costly to investors than PMBPX (0.83). PMBPX is a more actively managed with annual turnover of: 10.50 vs. BFGIX (6.00). PMBPX has a lower initial minimum investment than BFGIX: PMBPX (0) vs BFGIX (1000000). BFGIX annual gain was more profitable for investors over the last year : 32.61 vs. PMBPX (11.61). BFGIX return over 5 years is better than : 112.32 vs. PMBPX (46.09).
BFGIXPMBPXBFGIX / PMBPX
Total Expense Ratio1.050.83127%
Annual Report Gross Expense Ratio1.050.83127%
Fund Existence16 years25 years-
Gain YTD1.7792.92261%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets2.44B30.9B8%
Annual Yield % from dividends0.000.01-
Returns for 1 year32.6111.61281%
Returns for 3 years36.9834.38108%
Returns for 5 years112.3246.09244%
Returns for 10 years232.0195.57243%
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