BGRFX
Price
$87.24
Change
+$0.16 (+0.18%)
Updated
Jul 8 closing price
Net Assets
5.93B
PMBJX
Price
$43.25
Change
-$0.13 (-0.30%)
Updated
Jul 8 closing price
Net Assets
32.06B
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BGRFX vs PMBJX

Header iconBGRFX vs PMBJX Comparison
Open Charts BGRFX vs PMBJXBanner chart's image
Baron Growth Retail
Price$87.24
Change+$0.16 (+0.18%)
VolumeN/A
Net Assets5.93B
Principal MidCap J
Price$43.25
Change-$0.13 (-0.30%)
VolumeN/A
Net Assets32.06B
BGRFX vs PMBJX Comparison Chart in %
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BGRFX vs. PMBJX commentary
Jul 09, 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 PMBJX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 32.1B vs. BGRFX (5.93B). 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 : 14.59 vs. BGRFX (-5.40). PMBJX return over 5 years is better than : 57.15 vs. BGRFX (5.11).
BGRFXPMBJXBGRFX / PMBJX
Total Expense Ratio1.340.78172%
Annual Report Gross Expense Ratio1.340.78172%
Fund Existence31 years24 years-
Gain YTD-2.8346.297-45%
Front LoadN/AN/A-
Min. Initial Investment20001000200%
Min. Initial Investment IRAN/AN/A-
Net Assets5.93B32.1B18%
Annual Yield % from dividends0.000.06-
Returns for 1 year-5.4014.59-37%
Returns for 3 years4.0949.168%
Returns for 5 years5.1157.159%
Returns for 10 years16.1198.3216%
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