BGRFX
Price
$80.27
Change
+$0.23 (+0.29%)
Updated
Sep 17 closing price
Net Assets
5.2B
PEMGX
Price
$45.44
Change
-$0.12 (-0.26%)
Updated
Sep 17 closing price
Net Assets
33.2B
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BGRFX vs PEMGX

Header iconBGRFX vs PEMGX Comparison
Open Charts BGRFX vs PEMGXBanner chart's image
Baron Growth Retail
Price$80.27
Change+$0.23 (+0.29%)
VolumeN/A
Net Assets5.2B
Principal MidCap A
Price$45.44
Change-$0.12 (-0.26%)
VolumeN/A
Net Assets33.2B
BGRFX vs PEMGX Comparison Chart in %
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BGRFX vs. PEMGX commentary
Sep 19, 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: 33.2B vs. BGRFX (5.2B). 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 : 5.93 vs. BGRFX (-21.01). PEMGX return over 5 years is better than : 47.49 vs. BGRFX (-10.61).
BGRFXPEMGXBGRFX / PEMGX
Total Expense Ratio1.340.91147%
Annual Report Gross Expense Ratio1.340.91147%
Fund Existence31 years20 years-
Gain YTD-10.4316.898-151%
Front LoadN/A6%-
Min. Initial Investment20001000200%
Min. Initial Investment IRAN/AN/A-
Net Assets5.2B33.2B16%
Annual Yield % from dividends0.000.00-
Returns for 1 year-21.015.93-354%
Returns for 3 years-6.4247.35-14%
Returns for 5 years-10.6147.49-22%
Returns for 10 years13.06110.8212%
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