BGRFX
Price
$85.39
Change
-$0.19 (-0.22%)
Updated
Jun 5 closing price
Net Assets
5.93B
PMBJX
Price
$42.01
Change
+$0.01 (+0.02%)
Updated
Jun 5 closing price
Net Assets
30.93B
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BGRFX vs PMBJX

Header iconBGRFX vs PMBJX Comparison
Open Charts BGRFX vs PMBJXBanner chart's image
Baron Growth Retail
Price$85.39
Change-$0.19 (-0.22%)
VolumeN/A
Net Assets5.93B
Principal MidCap J
Price$42.01
Change+$0.01 (+0.02%)
VolumeN/A
Net Assets30.93B
BGRFX vs PMBJX Comparison Chart
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BGRFX vs. PMBJX 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 PMBJX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 30.9B vs. BGRFX (5.93B). PMBJX pays higher dividends than BGRFX: PMBJX (0.06) vs BGRFX (0.00). BGRFX was incepted earlier than PMBJX: BGRFX (30 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 (2.11). 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 : 10.36 vs. BGRFX (-7.73). PMBJX return over 5 years is better than : 44.91 vs. BGRFX (1.22).
BGRFXPMBJXBGRFX / PMBJX
Total Expense Ratio1.340.78172%
Annual Report Gross Expense Ratio1.340.78172%
Fund Existence30 years24 years-
Gain YTD-4.5082.916-155%
Front LoadN/AN/A-
Min. Initial Investment20001000200%
Min. Initial Investment IRAN/AN/A-
Net Assets5.93B30.9B19%
Annual Yield % from dividends0.000.06-
Returns for 1 year-7.7310.36-75%
Returns for 3 years-3.3834.83-10%
Returns for 5 years1.2244.913%
Returns for 10 years15.5291.7517%
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