BGRFX
Price
$78.70
Change
-$0.09 (-0.11%)
Updated
Oct 8 closing price
Net Assets
4.91B
PMBMX
Price
$42.68
Change
+$0.02 (+0.05%)
Updated
Oct 8 closing price
Net Assets
32.87B
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BGRFX vs PMBMX

Header iconBGRFX vs PMBMX Comparison
Open Charts BGRFX vs PMBMXBanner chart's image
Baron Growth Retail
Price$78.70
Change-$0.09 (-0.11%)
VolumeN/A
Net Assets4.91B
Principal MidCap R3
Price$42.68
Change+$0.02 (+0.05%)
VolumeN/A
Net Assets32.87B
BGRFX vs PMBMX Comparison Chart in %
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BGRFX vs. PMBMX 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 PMBMX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 32.9B vs. BGRFX (4.91B). 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 : 2.08 vs. BGRFX (-23.05). PMBMX return over 5 years is better than : 35.50 vs. BGRFX (-16.57).
BGRFXPMBMXBGRFX / PMBMX
Total Expense Ratio1.341.14118%
Annual Report Gross Expense Ratio1.341.14118%
Fund Existence31 years25 years-
Gain YTD-12.1794.431-275%
Front LoadN/AN/A-
Min. Initial Investment20000-
Min. Initial Investment IRAN/AN/A-
Net Assets4.91B32.9B15%
Annual Yield % from dividends0.000.02-
Returns for 1 year-23.052.08-1,108%
Returns for 3 years-4.9151.47-10%
Returns for 5 years-16.5735.50-47%
Returns for 10 years10.3298.0011%
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