BFGIX
Price
$52.30
Change
+$0.22 (+0.42%)
Updated
Jul 11 closing price
Net Assets
2.56B
PMBPX
Price
$45.91
Change
-$0.41 (-0.89%)
Updated
Jul 11 closing price
Net Assets
31.98B
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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$52.30
Change+$0.22 (+0.42%)
VolumeN/A
Net Assets2.56B
Principal MidCap R5
Price$45.91
Change-$0.41 (-0.89%)
VolumeN/A
Net Assets31.98B
BFGIX vs PMBPX Comparison Chart in %
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BFGIX vs. PMBPX 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 PMBPX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32B vs. BFGIX (2.56B). 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 : 31.95 vs. PMBPX (12.76). BFGIX return over 5 years is better than : 89.31 vs. PMBPX (57.83).
BFGIXPMBPXBFGIX / PMBPX
Total Expense Ratio1.050.83127%
Annual Report Gross Expense Ratio1.050.83127%
Fund Existence16 years25 years-
Gain YTD5.2976.58180%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets2.56B32B8%
Annual Yield % from dividends0.000.01-
Returns for 1 year31.9512.76250%
Returns for 3 years52.5052.48100%
Returns for 5 years89.3157.83154%
Returns for 10 years235.98100.34235%
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