BGRFX
Price
$85.23
Change
-$0.17 (-0.20%)
Updated
Jun 2 closing price
Net Assets
5.73B
PMBPX
Price
$44.57
Change
-$0.10 (-0.22%)
Updated
Jun 2 closing price
Net Assets
30.87B
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BGRFX vs PMBPX

Header iconBGRFX vs PMBPX Comparison
Open Charts BGRFX vs PMBPXBanner chart's image
Baron Growth Retail
Price$85.23
Change-$0.17 (-0.20%)
VolumeN/A
Net Assets5.73B
Principal MidCap R5
Price$44.57
Change-$0.10 (-0.22%)
VolumeN/A
Net Assets30.87B
BGRFX vs PMBPX Comparison Chart
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BGRFX vs. PMBPX commentary
Jun 03, 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 PMBPX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 30.9B vs. BGRFX (5.73B). PMBPX pays higher dividends than BGRFX: PMBPX (0.01) vs BGRFX (0.00). BGRFX was incepted earlier than PMBPX: BGRFX (30 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 (2.11). 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 : 11.21 vs. BGRFX (-7.59). PMBPX return over 5 years is better than : 48.32 vs. BGRFX (2.92).
BGRFXPMBPXBGRFX / PMBPX
Total Expense Ratio1.340.83161%
Annual Report Gross Expense Ratio1.340.83161%
Fund Existence30 years25 years-
Gain YTD-4.7092.784-169%
Front LoadN/AN/A-
Min. Initial Investment20000-
Min. Initial Investment IRAN/AN/A-
Net Assets5.73B30.9B19%
Annual Yield % from dividends0.000.01-
Returns for 1 year-7.5911.21-68%
Returns for 3 years-3.2835.87-9%
Returns for 5 years2.9248.326%
Returns for 10 years14.4593.9515%
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