BGRFX
Price
$80.76
Change
-$0.91 (-1.11%)
Updated
Aug 7 closing price
Net Assets
5.85B
PMAQX
Price
$47.35
Change
+$0.04 (+0.08%)
Updated
Aug 6 closing price
Net Assets
32.43B
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BGRFX vs PMAQX

Header iconBGRFX vs PMAQX Comparison
Open Charts BGRFX vs PMAQXBanner chart's image
Baron Growth Retail
Price$80.76
Change-$0.91 (-1.11%)
VolumeN/A
Net Assets5.85B
Principal MidCap R6
Price$47.35
Change+$0.04 (+0.08%)
VolumeN/A
Net Assets32.43B
BGRFX vs PMAQX Comparison Chart in %
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BGRFX vs. PMAQX commentary
Aug 08, 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 PMAQX is a Buy.

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FUNDAMENTALS
Fundamentals
PMAQX has more cash in the bank: 32.4B vs. BGRFX (5.85B). PMAQX pays higher dividends than BGRFX: PMAQX (0.19) vs BGRFX (0.00). BGRFX was incepted earlier than PMAQX: BGRFX (31 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 (0.00). 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 : 13.41 vs. BGRFX (-12.93). PMAQX return over 5 years is better than : 48.68 vs. BGRFX (-9.78).
BGRFXPMAQXBGRFX / PMAQX
Total Expense Ratio1.340.59227%
Annual Report Gross Expense Ratio1.340.59227%
Fund Existence31 years9 years-
Gain YTD-8.8716.005-148%
Front LoadN/AN/A-
Min. Initial Investment20000-
Min. Initial Investment IRAN/AN/A-
Net Assets5.85B32.4B18%
Annual Yield % from dividends0.000.19-
Returns for 1 year-12.9313.41-96%
Returns for 3 years-10.6637.80-28%
Returns for 5 years-9.7848.68-20%
Returns for 10 years9.02N/A-
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