BGRFX
Price
$82.86
Change
-$0.20 (-0.24%)
Updated
Aug 28 closing price
Net Assets
5.54B
PMBJX
Price
$43.85
Change
+$0.03 (+0.07%)
Updated
Aug 28 closing price
Net Assets
32.88B
Interact to see
Advertisement

BGRFX vs PMBJX

Header iconBGRFX vs PMBJX Comparison
Open Charts BGRFX vs PMBJXBanner chart's image
Baron Growth Retail
Price$82.86
Change-$0.20 (-0.24%)
VolumeN/A
Net Assets5.54B
Principal MidCap J
Price$43.85
Change+$0.03 (+0.07%)
VolumeN/A
Net Assets32.88B
BGRFX vs PMBJX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
BGRFX vs. PMBJX commentary
Aug 29, 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.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 32.9B vs. BGRFX (5.54B). 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 : 8.10 vs. BGRFX (-16.56). PMBJX return over 5 years is better than : 43.06 vs. BGRFX (-10.83).
BGRFXPMBJXBGRFX / PMBJX
Total Expense Ratio1.340.78172%
Annual Report Gross Expense Ratio1.340.78172%
Fund Existence31 years25 years-
Gain YTD-7.3207.376-99%
Front LoadN/AN/A-
Min. Initial Investment20001000200%
Min. Initial Investment IRAN/AN/A-
Net Assets5.54B32.9B17%
Annual Yield % from dividends0.000.06-
Returns for 1 year-16.568.10-204%
Returns for 3 years-5.0042.27-12%
Returns for 5 years-10.8343.06-25%
Returns for 10 years18.15108.5617%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
GBLAX40.610.09
+0.22%
American Funds Global Balanced A
OGMCX38.14N/A
N/A
Invesco Gold & Special Minerals C
WMKGX24.85N/A
N/A
WesMark Large Company Fund
MSSCX9.15N/A
N/A
AMG Frontier Small Cap Growth I
GGOUX23.43N/A
N/A
Goldman Sachs Mid Cap Growth R6