BGRFX
Price
$90.55
Change
+$0.10 (+0.11%)
Updated
Jan 17 closing price
Net Assets
6.97B
PEMGX
Price
$43.55
Change
+$0.27 (+0.62%)
Updated
Jan 17 closing price
Net Assets
29.35B
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BGRFX vs PEMGX

Header iconBGRFX vs PEMGX Comparison
Open Charts BGRFX vs PEMGXBanner chart's image
Baron Growth Retail
Price$90.55
Change+$0.10 (+0.11%)
VolumeN/A
Net Assets6.97B
Principal MidCap A
Price$43.55
Change+$0.27 (+0.62%)
VolumeN/A
Net Assets29.35B
BGRFX vs PEMGX Comparison Chart
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BGRFX vs. PEMGX commentary
Jan 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 StrongBuy and PEMGX is a Hold.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 29.3B vs. BGRFX (6.97B). BGRFX (0.00) and PEMGX (0.00) have matching dividends . BGRFX was incepted earlier than PEMGX: BGRFX (30 years) vs PEMGX (20 years). PEMGX is a more actively managed with annual turnover of: 10.10 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 : 19.41 vs. BGRFX (-4.22). PEMGX return over 5 years is better than : 38.39 vs. BGRFX (5.03).
BGRFXPEMGXBGRFX / PEMGX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence30 years20 years-
Gain YTD1.0382.18248%
Front LoadN/AN/A-
Min. Initial Investment20001000200%
Min. Initial Investment IRAN/AN/A-
Net Assets6.97B29.3B24%
Annual Yield % from dividends0.000.00-
Returns for 1 year-4.2219.41-22%
Returns for 3 years-11.3618.89-60%
Returns for 5 years5.0338.3913%
Returns for 10 years27.11106.5725%
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