BGRIX
Price
$89.71
Change
-$0.05 (-0.06%)
Updated
May 9 closing price
Net Assets
5.73B
PMAQX
Price
$45.41
Change
-$0.09 (-0.20%)
Updated
May 9 closing price
Net Assets
30.38B
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BGRIX vs PMAQX

Header iconBGRIX vs PMAQX Comparison
Open Charts BGRIX vs PMAQXBanner chart's image
Baron Growth Instl
Price$89.71
Change-$0.05 (-0.06%)
VolumeN/A
Net Assets5.73B
Principal MidCap R6
Price$45.41
Change-$0.09 (-0.20%)
VolumeN/A
Net Assets30.38B
BGRIX vs PMAQX Comparison Chart
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BGRIX vs. PMAQX 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 PMAQX is a Buy.

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FUNDAMENTALS
Fundamentals
PMAQX has more cash in the bank: 30.4B vs. BGRIX (5.73B). PMAQX pays higher dividends than BGRIX: PMAQX (0.20) vs BGRIX (0.00). BGRIX was incepted earlier than PMAQX: BGRIX (16 years) vs PMAQX (8 years). BGRIX (1.08) is less costly to investors than PMAQX (0.59). PMAQX is a more actively managed with annual turnover of: 10.50 vs. BGRIX (2.11). PMAQX has a lower initial minimum investment than BGRIX: PMAQX (0) vs BGRIX (1000000). PMAQX annual gain was more profitable for investors over the last year : 8.96 vs. BGRIX (-10.19). PMAQX return over 5 years is better than : 68.46 vs. BGRIX (15.78).
BGRIXPMAQXBGRIX / PMAQX
Total Expense Ratio1.080.59183%
Annual Report Gross Expense Ratio1.080.59183%
Fund Existence16 years8 years-
Gain YTD-6.1321.748-351%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets5.73B30.4B19%
Annual Yield % from dividends0.000.20-
Returns for 1 year-10.198.96-114%
Returns for 3 years3.2542.988%
Returns for 5 years15.7868.4623%
Returns for 10 years19.86N/A-
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