BGRFX
Price
$80.76
Change
-$0.91 (-1.11%)
Updated
Aug 7 closing price
Net Assets
5.85B
PMBPX
Price
$46.04
Change
+$0.03 (+0.07%)
Updated
Aug 6 closing price
Net Assets
32.43B
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BGRFX vs PMBPX

Header iconBGRFX vs PMBPX Comparison
Open Charts BGRFX vs PMBPXBanner chart's image
Baron Growth Retail
Price$80.76
Change-$0.91 (-1.11%)
VolumeN/A
Net Assets5.85B
Principal MidCap R5
Price$46.04
Change+$0.03 (+0.07%)
VolumeN/A
Net Assets32.43B
BGRFX vs PMBPX Comparison Chart in %
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BGRFX vs. PMBPX commentary
Aug 08, 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 PMBPX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32.4B vs. BGRFX (5.85B). PMBPX pays higher dividends than BGRFX: PMBPX (0.01) vs BGRFX (0.00). BGRFX was incepted earlier than PMBPX: BGRFX (31 years) vs PMBPX (25 years). BGRFX (1.34) is less costly to investors than PMBPX (0.83). PMBPX is a more actively managed with annual turnover of: 10.50 vs. BGRFX (0.00). PMBPX has a lower initial minimum investment than BGRFX: PMBPX (0) vs BGRFX (2000). PMBPX annual gain was more profitable for investors over the last year : 13.06 vs. BGRFX (-12.93). PMBPX return over 5 years is better than : 46.31 vs. BGRFX (-9.78).
BGRFXPMBPXBGRFX / PMBPX
Total Expense Ratio1.340.83161%
Annual Report Gross Expense Ratio1.340.83161%
Fund Existence31 years25 years-
Gain YTD-8.8715.867-151%
Front LoadN/AN/A-
Min. Initial Investment20000-
Min. Initial Investment IRAN/AN/A-
Net Assets5.85B32.4B18%
Annual Yield % from dividends0.000.01-
Returns for 1 year-12.9313.06-99%
Returns for 3 years-10.6636.50-29%
Returns for 5 years-9.7846.31-21%
Returns for 10 years9.0299.869%
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