BGRFX
Price
$78.70
Change
-$0.09 (-0.11%)
Updated
Oct 8 closing price
Net Assets
4.91B
PMBPX
Price
$45.54
Change
+$0.02 (+0.04%)
Updated
Oct 8 closing price
Net Assets
32.87B
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BGRFX vs PMBPX

Header iconBGRFX vs PMBPX Comparison
Open Charts BGRFX vs PMBPXBanner chart's image
Baron Growth Retail
Price$78.70
Change-$0.09 (-0.11%)
VolumeN/A
Net Assets4.91B
Principal MidCap R5
Price$45.54
Change+$0.02 (+0.04%)
VolumeN/A
Net Assets32.87B
BGRFX vs PMBPX Comparison Chart in %
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BGRFX vs. PMBPX 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 PMBPX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32.9B vs. BGRFX (4.91B). 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 : 2.65 vs. BGRFX (-23.05). PMBPX return over 5 years is better than : 38.96 vs. BGRFX (-16.57).
BGRFXPMBPXBGRFX / PMBPX
Total Expense Ratio1.340.83161%
Annual Report Gross Expense Ratio1.340.83161%
Fund Existence31 years25 years-
Gain YTD-12.1794.740-257%
Front LoadN/AN/A-
Min. Initial Investment20000-
Min. Initial Investment IRAN/AN/A-
Net Assets4.91B32.9B15%
Annual Yield % from dividends0.000.01-
Returns for 1 year-23.052.65-871%
Returns for 3 years-4.9153.74-9%
Returns for 5 years-16.5738.96-43%
Returns for 10 years10.32107.9710%
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