BGRIX
Price
$87.09
Change
+$6.52 (+8.09%)
Updated
Apr 9 closing price
Net Assets
6.19B
PEMGX
Price
$41.11
Change
+$2.98 (+7.82%)
Updated
Apr 9 closing price
Net Assets
28.5B
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BGRIX vs PEMGX

Header iconBGRIX vs PEMGX Comparison
Open Charts BGRIX vs PEMGXBanner chart's image
Baron Growth Instl
Price$87.09
Change+$6.52 (+8.09%)
VolumeN/A
Net Assets6.19B
Principal MidCap A
Price$41.11
Change+$2.98 (+7.82%)
VolumeN/A
Net Assets28.5B
BGRIX vs PEMGX Comparison Chart
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BGRIX vs. PEMGX commentary
Apr 11, 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 BGRIX is a Buy and PEMGX is a Buy.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 28.5B vs. BGRIX (6.19B). BGRIX (0.00) and PEMGX (0.00) have matching dividends . BGRIX was incepted earlier than PEMGX: BGRIX (16 years) vs PEMGX (20 years). BGRIX (1.08) is less costly to investors than PEMGX (0.95). PEMGX is a more actively managed with annual turnover of: 10.50 vs. BGRIX (2.11). PEMGX has a lower initial minimum investment than BGRIX: PEMGX (1000) vs BGRIX (1000000). PEMGX annual gain was more profitable for investors over the last year : -4.84 vs. BGRIX (-23.19). PEMGX return over 5 years is better than : 51.97 vs. BGRIX (11.59).
BGRIXPEMGXBGRIX / PEMGX
Total Expense Ratio1.080.95114%
Annual Report Gross Expense Ratio1.080.95114%
Fund Existence16 years20 years-
Gain YTD-15.695-10.535149%
Front LoadN/A6%-
Min. Initial Investment10000001000100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets6.19B28.5B22%
Annual Yield % from dividends0.000.00-
Returns for 1 year-23.19-4.84479%
Returns for 3 years-21.927.96-276%
Returns for 5 years11.5951.9722%
Returns for 10 years4.4964.117%
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