BGRIX
Price
$94.14
Change
-$1.34 (-1.40%)
Updated
Feb 21 closing price
Net Assets
6.97B
PEMGX
Price
$43.41
Change
-$0.75 (-1.70%)
Updated
Feb 21 closing price
Net Assets
29.57B
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BGRIX vs PEMGX

Header iconBGRIX vs PEMGX Comparison
Open Charts BGRIX vs PEMGXBanner chart's image
Baron Growth Instl
Price$94.14
Change-$1.34 (-1.40%)
VolumeN/A
Net Assets6.97B
Principal MidCap A
Price$43.41
Change-$0.75 (-1.70%)
VolumeN/A
Net Assets29.57B
BGRIX vs PEMGX Comparison Chart
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BGRIX vs. PEMGX commentary
Feb 23, 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 Hold and PEMGX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 29.6B 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 : 12.29 vs. BGRIX (-9.00). PEMGX return over 5 years is better than : 34.02 vs. BGRIX (-0.22).
BGRIXPEMGXBGRIX / PEMGX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence16 years20 years-
Gain YTD-1.4961.854-81%
Front LoadN/AN/A-
Min. Initial Investment10000001000100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets6.97B29.6B24%
Annual Yield % from dividends0.000.00-
Returns for 1 year-9.0012.29-73%
Returns for 3 years-8.2227.30-30%
Returns for 5 years-0.2234.02-1%
Returns for 10 years23.8289.1127%
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