BGRIX
Price
$86.90
Change
-$0.53 (-0.61%)
Updated
Sep 12 closing price
Net Assets
5.38B
PMBCX
Price
$37.49
Change
-$0.40 (-1.06%)
Updated
Sep 12 closing price
Net Assets
32.91B
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BGRIX vs PMBCX

Header iconBGRIX vs PMBCX Comparison
Open Charts BGRIX vs PMBCXBanner chart's image
Baron Growth Instl
Price$86.90
Change-$0.53 (-0.61%)
VolumeN/A
Net Assets5.38B
Principal MidCap C
Price$37.49
Change-$0.40 (-1.06%)
VolumeN/A
Net Assets32.91B
BGRIX vs PMBCX Comparison Chart in %
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BGRIX vs. PMBCX commentary
Sep 16, 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 PMBCX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBCX has more cash in the bank: 32.9B vs. BGRIX (5.38B). BGRIX (0.00) and PMBCX (0.00) have matching dividends . BGRIX was incepted earlier than PMBCX: BGRIX (16 years) vs PMBCX (19 years). PMBCX (1.75) is less costly to investors than BGRIX (1.08). PMBCX is a more actively managed with annual turnover of: 10.50 vs. BGRIX (0.00). PMBCX has a lower initial minimum investment than BGRIX: PMBCX (1000) vs BGRIX (1000000). PMBCX annual gain was more profitable for investors over the last year : 6.87 vs. BGRIX (-17.71). PMBCX return over 5 years is better than : 39.26 vs. BGRIX (-5.58).
BGRIXPMBCXBGRIX / PMBCX
Total Expense Ratio1.081.7562%
Annual Report Gross Expense Ratio1.081.7562%
Fund Existence16 years19 years-
Gain YTD-9.0766.809-133%
Front LoadN/AN/A-
Min. Initial Investment10000001000100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets5.38B32.9B16%
Annual Yield % from dividends0.000.00-
Returns for 1 year-17.716.87-258%
Returns for 3 years-5.4738.85-14%
Returns for 5 years-5.5839.26-14%
Returns for 10 years20.1283.5924%
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