BGRIX
Price
$84.91
Change
+$0.55 (+0.65%)
Updated
Oct 3 closing price
Net Assets
4.96B
PEMGX
Price
$45.03
Change
+$0.32 (+0.72%)
Updated
Oct 3 closing price
Net Assets
33.17B
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BGRIX vs PEMGX

Header iconBGRIX vs PEMGX Comparison
Open Charts BGRIX vs PEMGXBanner chart's image
Baron Growth Instl
Price$84.91
Change+$0.55 (+0.65%)
VolumeN/A
Net Assets4.96B
Principal MidCap A
Price$45.03
Change+$0.32 (+0.72%)
VolumeN/A
Net Assets33.17B
BGRIX vs PEMGX Comparison Chart in %
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BGRIX vs. PEMGX commentary
Oct 06, 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: 33.2B vs. BGRIX (4.96B). 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 (0.91). PEMGX is a more actively managed with annual turnover of: 10.50 vs. BGRIX (0.00). 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 : 3.71 vs. BGRIX (-21.79). PEMGX return over 5 years is better than : 44.37 vs. BGRIX (-10.18).
BGRIXPEMGXBGRIX / PEMGX
Total Expense Ratio1.080.91119%
Annual Report Gross Expense Ratio1.080.91119%
Fund Existence16 years20 years-
Gain YTD-11.1575.655-197%
Front LoadN/A6%-
Min. Initial Investment10000001000100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets4.96B33.2B15%
Annual Yield % from dividends0.000.00-
Returns for 1 year-21.793.71-588%
Returns for 3 years-5.5047.93-11%
Returns for 5 years-10.1844.37-23%
Returns for 10 years20.37110.9018%
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