BGRFX
Price
$73.78
Change
-$0.47 (-0.63%)
Updated
Nov 19 closing price
Net Assets
4.27B
PMBMX
Price
$40.47
Change
-$0.01 (-0.02%)
Updated
Nov 19 closing price
Net Assets
30.83B
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BGRFX vs PMBMX

Header iconBGRFX vs PMBMX Comparison
Open Charts BGRFX vs PMBMXBanner chart's image
Baron Growth Retail
Price$73.78
Change-$0.47 (-0.63%)
VolumeN/A
Net Assets4.27B
Principal MidCap R3
Price$40.47
Change-$0.01 (-0.02%)
VolumeN/A
Net Assets30.83B
BGRFX vs PMBMX Comparison Chart in %
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BGRFX vs. PMBMX 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 PMBMX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 30.8B vs. BGRFX (4.27B). PMBMX pays higher dividends than BGRFX: PMBMX (0.02) vs BGRFX (0.00). BGRFX was incepted earlier than PMBMX: BGRFX (31 years) vs PMBMX (25 years). BGRFX (1.34) is less costly to investors than PMBMX (1.14). PMBMX is a more actively managed with annual turnover of: 10.50 vs. BGRFX (0.00). PMBMX has a lower initial minimum investment than BGRFX: PMBMX (0) vs BGRFX (2000). PMBMX annual gain was more profitable for investors over the last year : -6.81 vs. BGRFX (-27.66). PMBMX return over 5 years is better than : 23.41 vs. BGRFX (-27.42).
BGRFXPMBMXBGRFX / PMBMX
Total Expense Ratio1.341.14118%
Annual Report Gross Expense Ratio1.341.14118%
Fund Existence31 years25 years-
Gain YTD-17.680-0.9061,952%
Front LoadN/AN/A-
Min. Initial Investment20000-
Min. Initial Investment IRAN/AN/A-
Net Assets4.27B30.8B14%
Annual Yield % from dividends0.000.02-
Returns for 1 year-27.66-6.81406%
Returns for 3 years-20.5730.95-66%
Returns for 5 years-27.4223.41-117%
Returns for 10 years5.0983.626%
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