BGRIX
Price
$91.98
Change
+$0.82 (+0.90%)
Updated
Jun 6 closing price
Net Assets
5.93B
PEMGX
Price
$44.15
Change
+$0.29 (+0.66%)
Updated
Jun 6 closing price
Net Assets
30.93B
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BGRIX vs PEMGX

Header iconBGRIX vs PEMGX Comparison
Open Charts BGRIX vs PEMGXBanner chart's image
Baron Growth Instl
Price$91.98
Change+$0.82 (+0.90%)
VolumeN/A
Net Assets5.93B
Principal MidCap A
Price$44.15
Change+$0.29 (+0.66%)
VolumeN/A
Net Assets30.93B
BGRIX vs PEMGX Comparison Chart
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BGRIX vs. PEMGX commentary
Jun 07, 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: 30.9B vs. BGRIX (5.93B). 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 : 11.46 vs. BGRIX (-7.05). PEMGX return over 5 years is better than : 45.04 vs. BGRIX (3.89).
BGRIXPEMGXBGRIX / PEMGX
Total Expense Ratio1.080.91119%
Annual Report Gross Expense Ratio1.080.91119%
Fund Existence16 years20 years-
Gain YTD-4.6142.909-159%
Front LoadN/A6%-
Min. Initial Investment10000001000100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets5.93B30.9B19%
Annual Yield % from dividends0.000.00-
Returns for 1 year-7.0511.46-61%
Returns for 3 years-2.5933.84-8%
Returns for 5 years3.8945.049%
Returns for 10 years21.9192.4024%
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