BGRFX
Price
$80.27
Change
+$0.23 (+0.29%)
Updated
Sep 17 closing price
Net Assets
5.2B
PMBPX
Price
$46.36
Change
-$0.12 (-0.26%)
Updated
Sep 17 closing price
Net Assets
33.2B
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BGRFX vs PMBPX

Header iconBGRFX vs PMBPX Comparison
Open Charts BGRFX vs PMBPXBanner chart's image
Baron Growth Retail
Price$80.27
Change+$0.23 (+0.29%)
VolumeN/A
Net Assets5.2B
Principal MidCap R5
Price$46.36
Change-$0.12 (-0.26%)
VolumeN/A
Net Assets33.2B
BGRFX vs PMBPX Comparison Chart in %
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BGRFX vs. PMBPX commentary
Sep 19, 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: 33.2B vs. BGRFX (5.2B). 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 : 6.05 vs. BGRFX (-21.01). PMBPX return over 5 years is better than : 48.61 vs. BGRFX (-10.61).
BGRFXPMBPXBGRFX / PMBPX
Total Expense Ratio1.340.83161%
Annual Report Gross Expense Ratio1.340.83161%
Fund Existence31 years25 years-
Gain YTD-10.4316.949-150%
Front LoadN/AN/A-
Min. Initial Investment20000-
Min. Initial Investment IRAN/AN/A-
Net Assets5.2B33.2B16%
Annual Yield % from dividends0.000.01-
Returns for 1 year-21.016.05-347%
Returns for 3 years-6.4247.94-13%
Returns for 5 years-10.6148.61-22%
Returns for 10 years13.06114.3011%
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