BFGIX
Price
$45.78
Change
+$0.39 (+0.86%)
Updated
Apr 25 closing price
Net Assets
2.12B
PMBPX
Price
$42.54
Change
-$0.21 (-0.49%)
Updated
Apr 25 closing price
Net Assets
29.18B
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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$45.78
Change+$0.39 (+0.86%)
VolumeN/A
Net Assets2.12B
Principal MidCap R5
Price$42.54
Change-$0.21 (-0.49%)
VolumeN/A
Net Assets29.18B
BFGIX vs PMBPX Comparison Chart
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BFGIX vs. PMBPX commentary
Apr 28, 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: 29.2B vs. BFGIX (2.12B). PMBPX pays higher dividends than BFGIX: PMBPX (0.01) vs BFGIX (0.00). BFGIX was incepted earlier than PMBPX: BFGIX (16 years) vs PMBPX (24 years). BFGIX (1.06) is less costly to investors than PMBPX (0.84). PMBPX is a more actively managed with annual turnover of: 10.50 vs. BFGIX (5.84). 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 : 23.53 vs. PMBPX (8.03). BFGIX return over 5 years is better than : 139.06 vs. PMBPX (69.63).
BFGIXPMBPXBFGIX / PMBPX
Total Expense Ratio1.060.84126%
Annual Report Gross Expense Ratio1.060.84126%
Fund Existence16 years24 years-
Gain YTD-7.440-2.117351%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets2.12B29.2B7%
Annual Yield % from dividends0.000.01-
Returns for 1 year23.538.03293%
Returns for 3 years19.7826.3575%
Returns for 5 years139.0669.63200%
Returns for 10 years202.9383.99242%
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