BGRIX
Price
$87.09
Change
+$6.52 (+8.09%)
Updated
Apr 9 closing price
Net Assets
6.19B
PMAQX
Price
$43.08
Change
+$3.12 (+7.81%)
Updated
Apr 9 closing price
Net Assets
26.39B
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BGRIX vs PMAQX

Header iconBGRIX vs PMAQX Comparison
Open Charts BGRIX vs PMAQXBanner chart's image
Baron Growth Instl
Price$87.09
Change+$6.52 (+8.09%)
VolumeN/A
Net Assets6.19B
Principal MidCap R6
Price$43.08
Change+$3.12 (+7.81%)
VolumeN/A
Net Assets26.39B
BGRIX vs PMAQX Comparison Chart
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BGRIX vs. PMAQX commentary
Apr 11, 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: 26.4B vs. BGRIX (6.19B). 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 (0.60). 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 : -4.39 vs. BGRIX (-23.19). PMAQX return over 5 years is better than : 55.67 vs. BGRIX (11.59).
BGRIXPMAQXBGRIX / PMAQX
Total Expense Ratio1.080.60180%
Annual Report Gross Expense Ratio1.080.60180%
Fund Existence16 years8 years-
Gain YTD-15.695-10.464150%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets6.19B26.4B23%
Annual Yield % from dividends0.000.20-
Returns for 1 year-23.19-4.39528%
Returns for 3 years-21.929.46-232%
Returns for 5 years11.5955.6721%
Returns for 10 years4.49N/A-
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