BGRFX
Price
$82.30
Change
+$1.13 (+1.39%)
Updated
Apr 24 closing price
Net Assets
6.19B
PEMGX
Price
$41.91
Change
+$0.60 (+1.45%)
Updated
Apr 24 closing price
Net Assets
28.88B
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BGRFX vs PEMGX

Header iconBGRFX vs PEMGX Comparison
Open Charts BGRFX vs PEMGXBanner chart's image
Baron Growth Retail
Price$82.30
Change+$1.13 (+1.39%)
VolumeN/A
Net Assets6.19B
Principal MidCap A
Price$41.91
Change+$0.60 (+1.45%)
VolumeN/A
Net Assets28.88B
BGRFX vs PEMGX Comparison Chart
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BGRFX vs. PEMGX commentary
Apr 25, 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 Buy.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 28.9B vs. BGRFX (6.19B). BGRFX (0.00) and PEMGX (0.00) have matching dividends . BGRFX was incepted earlier than PEMGX: BGRFX (30 years) vs PEMGX (20 years). BGRFX (1.34) is less costly to investors than PEMGX (0.95). PEMGX is a more actively managed with annual turnover of: 10.50 vs. BGRFX (2.11). 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 : 6.61 vs. BGRFX (-13.65). PEMGX return over 5 years is better than : 66.77 vs. BGRFX (18.10).
BGRFXPEMGXBGRFX / PEMGX
Total Expense Ratio1.340.95141%
Annual Report Gross Expense Ratio1.340.95141%
Fund Existence30 years20 years-
Gain YTD-9.429-3.074307%
Front LoadN/A6%-
Min. Initial Investment20001000200%
Min. Initial Investment IRAN/AN/A-
Net Assets6.19B28.9B21%
Annual Yield % from dividends0.000.00-
Returns for 1 year-13.656.61-207%
Returns for 3 years-15.1021.18-71%
Returns for 5 years18.1066.7727%
Returns for 10 years7.7079.5710%
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