BFGUX
Price
$49.75
Change
+$0.66 (+1.34%)
Updated
May 13 closing price
Net Assets
2.16B
PMBPX
Price
$44.90
Change
-$0.23 (-0.51%)
Updated
May 14 closing price
Net Assets
31.05B
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BFGUX vs PMBPX

Header iconBFGUX vs PMBPX Comparison
Open Charts BFGUX vs PMBPXBanner chart's image
Baron Focused Growth R6
Price$49.75
Change+$0.66 (+1.34%)
VolumeN/A
Net Assets2.16B
Principal MidCap R5
Price$44.90
Change-$0.23 (-0.51%)
VolumeN/A
Net Assets31.05B
BFGUX vs PMBPX Comparison Chart
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BFGUX vs. PMBPX commentary
May 15, 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 BFGUX is a Buy and PMBPX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 31.1B vs. BFGUX (2.16B). PMBPX pays higher dividends than BFGUX: PMBPX (0.01) vs BFGUX (0.00). BFGUX was incepted earlier than PMBPX: BFGUX (9 years) vs PMBPX (24 years). BFGUX (1.05) is less costly to investors than PMBPX (0.83). PMBPX is a more actively managed with annual turnover of: 10.50 vs. BFGUX (6.00). PMBPX has a lower initial minimum investment than BFGUX: PMBPX (0) vs BFGUX (5000000). BFGUX annual gain was more profitable for investors over the last year : 31.43 vs. PMBPX (11.31). BFGUX return over 5 years is better than : 145.94 vs. PMBPX (75.68).
BFGUXPMBPXBFGUX / PMBPX
Total Expense Ratio1.050.83127%
Annual Report Gross Expense Ratio1.050.83127%
Fund Existence9 years24 years-
Gain YTD-0.8283.797-22%
Front LoadN/AN/A-
Min. Initial Investment50000000-
Min. Initial Investment IRAN/AN/A-
Net Assets2.16B31.1B7%
Annual Yield % from dividends0.000.01-
Returns for 1 year31.4311.31278%
Returns for 3 years39.1841.9193%
Returns for 5 years145.9475.68193%
Returns for 10 yearsN/A94.69-
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