BGRFX
Price
$88.38
Change
-$2.99 (-3.27%)
Updated
Dec 18 closing price
PMAQX
Price
$44.59
Change
-$1.66 (-3.59%)
Updated
Dec 18 closing price
Ad is loading...

BGRFX vs PMAQX

Header iconBGRFX vs PMAQX Comparison
Open Charts BGRFX vs PMAQXBanner chart's image
Baron Growth Retail
Price$88.38
Change-$2.99 (-3.27%)
VolumeN/A
CapitalizationN/A
Principal MidCap R6
Price$44.59
Change-$1.66 (-3.59%)
VolumeN/A
CapitalizationN/A
BGRFX vs PMAQX Comparison Chart
Loading...
View a ticker or compare two or three
VS
BGRFX vs. PMAQX commentary
Dec 19, 2024

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 Hold.

FUNDAMENTALS
Fundamentals
PMAQX has more cash in the bank: 29.4B vs. BGRFX (7.63B). 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 : 21.78 vs. BGRFX (-2.47). PMAQX return over 5 years is better than : 50.76 vs. BGRFX (10.86).
BGRFXPMAQXBGRFX / PMAQX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence30 years8 years-
Gain YTD-4.48520.631-22%
Front LoadN/AN/A-
Min. Initial Investment20000-
Min. Initial Investment IRAN/AN/A-
Net Assets7.63B29.4B26%
Annual Yield % from dividends0.000.10-
Returns for 1 year-2.4721.78-11%
Returns for 3 years-17.9115.44-116%
Returns for 5 years10.8650.7621%
Returns for 10 years26.97N/A-
View a ticker or compare two or three
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
GSEPX68.58N/A
N/A
Goldman Sachs US Equity Insights P
RNPEX66.67-0.16
-0.24%
American Funds New Perspective R4
HIACX56.39-0.22
-0.39%
Hartford Capital Appreciation HLS IA
MLVPX19.06-0.10
-0.52%
MFS Low Volatility Equity R3
EIERX24.95-0.14
-0.56%
Eaton Vance Stock I