BGRFX
Price
$78.70
Change
-$0.09 (-0.11%)
Updated
Oct 8 closing price
Net Assets
4.91B
PMBJX
Price
$42.76
Change
+$0.02 (+0.05%)
Updated
Oct 8 closing price
Net Assets
32.87B
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BGRFX vs PMBJX

Header iconBGRFX vs PMBJX Comparison
Open Charts BGRFX vs PMBJXBanner chart's image
Baron Growth Retail
Price$78.70
Change-$0.09 (-0.11%)
VolumeN/A
Net Assets4.91B
Principal MidCap J
Price$42.76
Change+$0.02 (+0.05%)
VolumeN/A
Net Assets32.87B
BGRFX vs PMBJX Comparison Chart in %
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BGRFX vs. PMBJX commentary
Oct 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 Buy and PMBJX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 32.9B vs. BGRFX (4.91B). 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 : 2.46 vs. BGRFX (-23.05). PMBJX return over 5 years is better than : 37.82 vs. BGRFX (-16.57).
BGRFXPMBJXBGRFX / PMBJX
Total Expense Ratio1.340.78172%
Annual Report Gross Expense Ratio1.340.78172%
Fund Existence31 years25 years-
Gain YTD-12.1794.729-258%
Front LoadN/AN/A-
Min. Initial Investment20001000200%
Min. Initial Investment IRAN/AN/A-
Net Assets4.91B32.9B15%
Annual Yield % from dividends0.000.06-
Returns for 1 year-23.052.46-938%
Returns for 3 years-4.9153.12-9%
Returns for 5 years-16.5737.82-44%
Returns for 10 years10.32103.9010%
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