BGRFX
Price
$90.55
Change
+$0.10 (+0.11%)
Updated
Jan 17 closing price
Net Assets
6.97B
PMAQX
Price
$45.60
Change
+$0.28 (+0.62%)
Updated
Jan 17 closing price
Net Assets
29.35B
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BGRFX vs PMAQX

Header iconBGRFX vs PMAQX Comparison
Open Charts BGRFX vs PMAQXBanner chart's image
Baron Growth Retail
Price$90.55
Change+$0.10 (+0.11%)
VolumeN/A
Net Assets6.97B
Principal MidCap R6
Price$45.60
Change+$0.28 (+0.62%)
VolumeN/A
Net Assets29.35B
BGRFX vs PMAQX Comparison Chart
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BGRFX vs. PMAQX 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 PMAQX is a Hold.

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FUNDAMENTALS
Fundamentals
PMAQX has more cash in the bank: 29.3B vs. BGRFX (6.97B). PMAQX pays higher dividends than BGRFX: PMAQX (0.10) vs BGRFX (0.00). BGRFX was incepted earlier than PMAQX: BGRFX (30 years) vs PMAQX (8 years). PMAQX is a more actively managed with annual turnover of: 10.10 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 : 19.22 vs. BGRFX (-4.22). PMAQX return over 5 years is better than : 40.84 vs. BGRFX (5.03).
BGRFXPMAQXBGRFX / PMAQX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence30 years8 years-
Gain YTD1.0381.54667%
Front LoadN/AN/A-
Min. Initial Investment20000-
Min. Initial Investment IRAN/AN/A-
Net Assets6.97B29.3B24%
Annual Yield % from dividends0.000.10-
Returns for 1 year-4.2219.22-22%
Returns for 3 years-11.3619.79-57%
Returns for 5 years5.0340.8412%
Returns for 10 years27.11N/A-
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