BGRFX
Price
$80.05
Change
-$0.43 (-0.53%)
Updated
Sep 16 closing price
Net Assets
5.2B
PMBMX
Price
$43.59
Change
-$0.15 (-0.34%)
Updated
Sep 16 closing price
Net Assets
33.2B
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BGRFX vs PMBMX

Header iconBGRFX vs PMBMX Comparison
Open Charts BGRFX vs PMBMXBanner chart's image
Baron Growth Retail
Price$80.05
Change-$0.43 (-0.53%)
VolumeN/A
Net Assets5.2B
Principal MidCap R3
Price$43.59
Change-$0.15 (-0.34%)
VolumeN/A
Net Assets33.2B
BGRFX vs PMBMX Comparison Chart in %
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BGRFX vs. PMBMX commentary
Sep 18, 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 PMBMX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 33.2B vs. BGRFX (5.2B). 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 : 5.88 vs. BGRFX (-21.35). PMBMX return over 5 years is better than : 44.10 vs. BGRFX (-11.72).
BGRFXPMBMXBGRFX / PMBMX
Total Expense Ratio1.341.14118%
Annual Report Gross Expense Ratio1.341.14118%
Fund Existence31 years25 years-
Gain YTD-10.6847.075-151%
Front LoadN/AN/A-
Min. Initial Investment20000-
Min. Initial Investment IRAN/AN/A-
Net Assets5.2B33.2B16%
Annual Yield % from dividends0.000.02-
Returns for 1 year-21.355.88-363%
Returns for 3 years-6.6946.37-14%
Returns for 5 years-11.7244.10-27%
Returns for 10 years12.74104.8212%
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