BGRFX
Price
$73.78
Change
-$0.47 (-0.63%)
Updated
Nov 19 closing price
Net Assets
4.27B
PEMGX
Price
$42.31
Change
-$0.02 (-0.05%)
Updated
Nov 19 closing price
Net Assets
30.83B
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BGRFX vs PEMGX

Header iconBGRFX vs PEMGX Comparison
Open Charts BGRFX vs PEMGXBanner chart's image
Baron Growth Retail
Price$73.78
Change-$0.47 (-0.63%)
VolumeN/A
Net Assets4.27B
Principal MidCap A
Price$42.31
Change-$0.02 (-0.05%)
VolumeN/A
Net Assets30.83B
BGRFX vs PEMGX Comparison Chart in %
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BGRFX vs. PEMGX commentary
Nov 20, 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 Hold and PEMGX is a Hold.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 30.8B vs. BGRFX (4.27B). 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 : -6.45 vs. BGRFX (-27.66). PEMGX return over 5 years is better than : 25.57 vs. BGRFX (-27.42).
BGRFXPEMGXBGRFX / PEMGX
Total Expense Ratio1.340.91147%
Annual Report Gross Expense Ratio1.340.91147%
Fund Existence31 years20 years-
Gain YTD-17.680-0.6802,598%
Front LoadN/A6%-
Min. Initial Investment20001000200%
Min. Initial Investment IRAN/AN/A-
Net Assets4.27B30.8B14%
Annual Yield % from dividends0.000.00-
Returns for 1 year-27.66-6.45429%
Returns for 3 years-20.5732.28-64%
Returns for 5 years-27.4225.57-107%
Returns for 10 years5.0989.676%
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