BGRFX
Price
$78.70
Change
-$0.09 (-0.11%)
Updated
Oct 8 closing price
Net Assets
4.91B
PEMGX
Price
$44.62
Change
+$0.03 (+0.07%)
Updated
Oct 8 closing price
Net Assets
32.87B
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BGRFX vs PEMGX

Header iconBGRFX vs PEMGX Comparison
Open Charts BGRFX vs PEMGXBanner chart's image
Baron Growth Retail
Price$78.70
Change-$0.09 (-0.11%)
VolumeN/A
Net Assets4.91B
Principal MidCap A
Price$44.62
Change+$0.03 (+0.07%)
VolumeN/A
Net Assets32.87B
BGRFX vs PEMGX Comparison Chart in %
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BGRFX vs. PEMGX commentary
Oct 09, 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 BGRFX is a Buy and PEMGX is a Hold.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 32.9B vs. BGRFX (4.91B). BGRFX (0.00) and PEMGX (0.00) have matching dividends . BGRFX was incepted earlier than PEMGX: BGRFX (31 years) vs PEMGX (20 years). BGRFX (1.34) is less costly to investors than PEMGX (0.91). PEMGX is a more actively managed with annual turnover of: 10.50 vs. BGRFX (0.00). PEMGX has a lower initial minimum investment than BGRFX: PEMGX (1000) vs BGRFX (2000). PEMGX annual gain was more profitable for investors over the last year : 2.44 vs. BGRFX (-23.05). PEMGX return over 5 years is better than : 37.88 vs. BGRFX (-16.57).
BGRFXPEMGXBGRFX / PEMGX
Total Expense Ratio1.340.91147%
Annual Report Gross Expense Ratio1.340.91147%
Fund Existence31 years20 years-
Gain YTD-12.1794.622-263%
Front LoadN/A6%-
Min. Initial Investment20001000200%
Min. Initial Investment IRAN/AN/A-
Net Assets4.91B32.9B15%
Annual Yield % from dividends0.000.00-
Returns for 1 year-23.052.44-947%
Returns for 3 years-4.9153.02-9%
Returns for 5 years-16.5737.88-44%
Returns for 10 years10.32104.4510%
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