BGRFX
Price
$85.39
Change
-$0.19 (-0.22%)
Updated
Jun 5 closing price
Net Assets
5.93B
PMAQX
Price
$45.98
Change
+$0.02 (+0.04%)
Updated
Jun 5 closing price
Net Assets
30.93B
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BGRFX vs PMAQX

Header iconBGRFX vs PMAQX Comparison
Open Charts BGRFX vs PMAQXBanner chart's image
Baron Growth Retail
Price$85.39
Change-$0.19 (-0.22%)
VolumeN/A
Net Assets5.93B
Principal MidCap R6
Price$45.98
Change+$0.02 (+0.04%)
VolumeN/A
Net Assets30.93B
BGRFX vs PMAQX Comparison Chart
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BGRFX vs. PMAQX commentary
Jun 07, 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 PMAQX is a Buy.

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FUNDAMENTALS
Fundamentals
PMAQX has more cash in the bank: 30.9B vs. BGRFX (5.93B). PMAQX pays higher dividends than BGRFX: PMAQX (0.19) vs BGRFX (0.00). BGRFX was incepted earlier than PMAQX: BGRFX (30 years) vs PMAQX (9 years). BGRFX (1.34) is less costly to investors than PMAQX (0.59). PMAQX is a more actively managed with annual turnover of: 10.50 vs. BGRFX (2.11). PMAQX has a lower initial minimum investment than BGRFX: PMAQX (0) vs BGRFX (2000). PMAQX annual gain was more profitable for investors over the last year : 10.84 vs. BGRFX (-7.73). PMAQX return over 5 years is better than : 48.39 vs. BGRFX (1.22).
BGRFXPMAQXBGRFX / PMAQX
Total Expense Ratio1.340.59227%
Annual Report Gross Expense Ratio1.340.59227%
Fund Existence30 years9 years-
Gain YTD-4.5082.980-151%
Front LoadN/AN/A-
Min. Initial Investment20000-
Min. Initial Investment IRAN/AN/A-
Net Assets5.93B30.9B19%
Annual Yield % from dividends0.000.19-
Returns for 1 year-7.7310.84-71%
Returns for 3 years-3.3836.56-9%
Returns for 5 years1.2248.393%
Returns for 10 years15.52N/A-
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