BGRFX
Price
$82.30
Change
+$1.13 (+1.39%)
Updated
Apr 24 closing price
Net Assets
6.19B
PMBPX
Price
$42.75
Change
+$0.61 (+1.45%)
Updated
Apr 24 closing price
Net Assets
28.88B
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BGRFX vs PMBPX

Header iconBGRFX vs PMBPX Comparison
Open Charts BGRFX vs PMBPXBanner chart's image
Baron Growth Retail
Price$82.30
Change+$1.13 (+1.39%)
VolumeN/A
Net Assets6.19B
Principal MidCap R5
Price$42.75
Change+$0.61 (+1.45%)
VolumeN/A
Net Assets28.88B
BGRFX vs PMBPX Comparison Chart
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BGRFX vs. PMBPX commentary
Apr 25, 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: 28.9B vs. BGRFX (6.19B). PMBPX pays higher dividends than BGRFX: PMBPX (0.01) vs BGRFX (0.00). BGRFX was incepted earlier than PMBPX: BGRFX (30 years) vs PMBPX (24 years). BGRFX (1.34) is less costly to investors than PMBPX (0.84). 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 : 6.75 vs. BGRFX (-13.65). PMBPX return over 5 years is better than : 68.04 vs. BGRFX (18.10).
BGRFXPMBPXBGRFX / PMBPX
Total Expense Ratio1.340.84160%
Annual Report Gross Expense Ratio1.340.84160%
Fund Existence30 years24 years-
Gain YTD-9.429-3.037310%
Front LoadN/AN/A-
Min. Initial Investment20000-
Min. Initial Investment IRAN/AN/A-
Net Assets6.19B28.9B21%
Annual Yield % from dividends0.000.01-
Returns for 1 year-13.656.75-202%
Returns for 3 years-15.1021.73-69%
Returns for 5 years18.1068.0427%
Returns for 10 years7.7082.659%
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