BGRFX
Price
$80.76
Change
-$0.91 (-1.11%)
Updated
Aug 7 closing price
Net Assets
5.85B
PMBJX
Price
$43.25
Change
+$0.04 (+0.09%)
Updated
Aug 6 closing price
Net Assets
32.43B
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BGRFX vs PMBJX

Header iconBGRFX vs PMBJX Comparison
Open Charts BGRFX vs PMBJXBanner chart's image
Baron Growth Retail
Price$80.76
Change-$0.91 (-1.11%)
VolumeN/A
Net Assets5.85B
Principal MidCap J
Price$43.25
Change+$0.04 (+0.09%)
VolumeN/A
Net Assets32.43B
BGRFX vs PMBJX Comparison Chart in %
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BGRFX vs. PMBJX 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 PMBJX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 32.4B vs. BGRFX (5.85B). PMBJX pays higher dividends than BGRFX: PMBJX (0.06) vs BGRFX (0.00). BGRFX was incepted earlier than PMBJX: BGRFX (31 years) vs PMBJX (24 years). BGRFX (1.34) is less costly to investors than PMBJX (0.78). PMBJX is a more actively managed with annual turnover of: 10.50 vs. BGRFX (0.00). PMBJX has a lower initial minimum investment than BGRFX: PMBJX (1000) vs BGRFX (2000). PMBJX annual gain was more profitable for investors over the last year : 12.89 vs. BGRFX (-12.93). PMBJX return over 5 years is better than : 45.14 vs. BGRFX (-9.78).
BGRFXPMBJXBGRFX / PMBJX
Total Expense Ratio1.340.78172%
Annual Report Gross Expense Ratio1.340.78172%
Fund Existence31 years24 years-
Gain YTD-8.8715.881-151%
Front LoadN/AN/A-
Min. Initial Investment20001000200%
Min. Initial Investment IRAN/AN/A-
Net Assets5.85B32.4B18%
Annual Yield % from dividends0.000.06-
Returns for 1 year-12.9312.89-100%
Returns for 3 years-10.6636.01-30%
Returns for 5 years-9.7845.14-22%
Returns for 10 years9.0296.039%
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