BGRIX
Price
$89.71
Change
-$0.05 (-0.06%)
Updated
May 9 closing price
Net Assets
5.73B
PEMGX
Price
$43.32
Change
-$0.09 (-0.21%)
Updated
May 9 closing price
Net Assets
30.38B
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BGRIX vs PEMGX

Header iconBGRIX vs PEMGX Comparison
Open Charts BGRIX vs PEMGXBanner chart's image
Baron Growth Instl
Price$89.71
Change-$0.05 (-0.06%)
VolumeN/A
Net Assets5.73B
Principal MidCap A
Price$43.32
Change-$0.09 (-0.21%)
VolumeN/A
Net Assets30.38B
BGRIX vs PEMGX Comparison Chart
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BGRIX vs. PEMGX commentary
May 12, 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: 30.4B vs. BGRIX (5.73B). 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 (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 : 8.44 vs. BGRIX (-10.19). PEMGX return over 5 years is better than : 64.53 vs. BGRIX (15.78).
BGRIXPEMGXBGRIX / PEMGX
Total Expense Ratio1.080.91119%
Annual Report Gross Expense Ratio1.080.91119%
Fund Existence16 years20 years-
Gain YTD-6.1321.642-373%
Front LoadN/A6%-
Min. Initial Investment10000001000100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets5.73B30.4B19%
Annual Yield % from dividends0.000.00-
Returns for 1 year-10.198.44-121%
Returns for 3 years3.2541.028%
Returns for 5 years15.7864.5324%
Returns for 10 years19.8689.7022%
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