BGRFX
Price
$83.20
Change
-$3.39 (-3.92%)
Updated
Apr 3 closing price
Net Assets
6.6B
PEMGX
Price
$41.35
Change
-$1.70 (-3.95%)
Updated
Apr 3 closing price
Net Assets
29.76B
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BGRFX vs PEMGX

Header iconBGRFX vs PEMGX Comparison
Open Charts BGRFX vs PEMGXBanner chart's image
Baron Growth Retail
Price$83.20
Change-$3.39 (-3.92%)
VolumeN/A
Net Assets6.6B
Principal MidCap A
Price$41.35
Change-$1.70 (-3.95%)
VolumeN/A
Net Assets29.76B
BGRFX vs PEMGX Comparison Chart
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BGRFX vs. PEMGX commentary
Apr 04, 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 Buy.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 29.8B vs. BGRFX (6.6B). 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 : 7.33 vs. BGRFX (-11.68). PEMGX return over 5 years is better than : 101.64 vs. BGRFX (47.09).
BGRFXPEMGXBGRFX / PEMGX
Total Expense Ratio1.340.95141%
Annual Report Gross Expense Ratio1.340.95141%
Fund Existence30 years20 years-
Gain YTD-3.3811.009-335%
Front LoadN/A6%-
Min. Initial Investment20001000200%
Min. Initial Investment IRAN/AN/A-
Net Assets6.6B29.8B22%
Annual Yield % from dividends0.000.00-
Returns for 1 year-11.687.33-159%
Returns for 3 years-14.6319.09-77%
Returns for 5 years47.09101.6446%
Returns for 10 years13.9586.0816%
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