BGRIX
Price
$96.57
Change
+$0.11 (+0.11%)
Updated
Jan 17 closing price
Net Assets
6.97B
PEMGX
Price
$43.55
Change
+$0.27 (+0.62%)
Updated
Jan 17 closing price
Net Assets
29.35B
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BGRIX vs PEMGX

Header iconBGRIX vs PEMGX Comparison
Open Charts BGRIX vs PEMGXBanner chart's image
Baron Growth Instl
Price$96.57
Change+$0.11 (+0.11%)
VolumeN/A
Net Assets6.97B
Principal MidCap A
Price$43.55
Change+$0.27 (+0.62%)
VolumeN/A
Net Assets29.35B
BGRIX vs PEMGX Comparison Chart
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BGRIX vs. PEMGX commentary
Jan 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 BGRIX is a StrongBuy and PEMGX is a Hold.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 29.3B vs. BGRIX (6.97B). BGRIX (0.00) and PEMGX (0.00) have matching dividends . BGRIX was incepted earlier than PEMGX: BGRIX (16 years) vs PEMGX (20 years). PEMGX is a more actively managed with annual turnover of: 10.10 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 : 19.41 vs. BGRIX (-3.33). PEMGX return over 5 years is better than : 38.39 vs. BGRIX (8.04).
BGRIXPEMGXBGRIX / PEMGX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence16 years20 years-
Gain YTD1.0462.18248%
Front LoadN/AN/A-
Min. Initial Investment10000001000100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets6.97B29.3B24%
Annual Yield % from dividends0.000.00-
Returns for 1 year-3.3319.41-17%
Returns for 3 years-9.7518.89-52%
Returns for 5 years8.0438.3921%
Returns for 10 years33.77106.5732%
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