BGRFX
Price
$73.78
Change
-$0.47 (-0.63%)
Updated
Nov 19 closing price
Net Assets
4.27B
PMBJX
Price
$40.56
Change
-$0.02 (-0.05%)
Updated
Nov 19 closing price
Net Assets
30.83B
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BGRFX vs PMBJX

Header iconBGRFX vs PMBJX Comparison
Open Charts BGRFX vs PMBJXBanner chart's image
Baron Growth Retail
Price$73.78
Change-$0.47 (-0.63%)
VolumeN/A
Net Assets4.27B
Principal MidCap J
Price$40.56
Change-$0.02 (-0.05%)
VolumeN/A
Net Assets30.83B
BGRFX vs PMBJX Comparison Chart in %
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BGRFX vs. PMBJX commentary
Nov 20, 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 Hold.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 30.8B vs. BGRFX (4.27B). PMBJX pays higher dividends than BGRFX: PMBJX (0.06) vs BGRFX (0.00). BGRFX was incepted earlier than PMBJX: BGRFX (31 years) vs PMBJX (25 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 : -6.46 vs. BGRFX (-27.66). PMBJX return over 5 years is better than : 25.52 vs. BGRFX (-27.42).
BGRFXPMBJXBGRFX / PMBJX
Total Expense Ratio1.340.78172%
Annual Report Gross Expense Ratio1.340.78172%
Fund Existence31 years25 years-
Gain YTD-17.680-0.5643,137%
Front LoadN/AN/A-
Min. Initial Investment20001000200%
Min. Initial Investment IRAN/AN/A-
Net Assets4.27B30.8B14%
Annual Yield % from dividends0.000.06-
Returns for 1 year-27.66-6.46428%
Returns for 3 years-20.5732.39-64%
Returns for 5 years-27.4225.52-107%
Returns for 10 years5.0989.126%
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