BGRIX
Price
$84.91
Change
+$0.55 (+0.65%)
Updated
Oct 3 closing price
Net Assets
4.96B
PMBCX
Price
$36.86
Change
+$0.27 (+0.74%)
Updated
Oct 3 closing price
Net Assets
33.17B
Interact to see
Advertisement

BGRIX vs PMBCX

Header iconBGRIX vs PMBCX Comparison
Open Charts BGRIX vs PMBCXBanner chart's image
Baron Growth Instl
Price$84.91
Change+$0.55 (+0.65%)
VolumeN/A
Net Assets4.96B
Principal MidCap C
Price$36.86
Change+$0.27 (+0.74%)
VolumeN/A
Net Assets33.17B
BGRIX vs PMBCX Comparison Chart in %
View a ticker or compare two or three
VS
BGRIX vs. PMBCX commentary
Oct 06, 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.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
PMBCX has more cash in the bank: 33.2B vs. BGRIX (4.96B). 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 : 2.22 vs. BGRIX (-21.79). PMBCX return over 5 years is better than : 34.48 vs. BGRIX (-10.18).
BGRIXPMBCXBGRIX / PMBCX
Total Expense Ratio1.081.7562%
Annual Report Gross Expense Ratio1.081.7562%
Fund Existence16 years19 years-
Gain YTD-11.1575.014-223%
Front LoadN/AN/A-
Min. Initial Investment10000001000100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets4.96B33.2B15%
Annual Yield % from dividends0.000.00-
Returns for 1 year-21.792.22-982%
Returns for 3 years-5.5041.99-13%
Returns for 5 years-10.1834.48-30%
Returns for 10 years20.3784.2124%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
VFVA129.421.18
+0.92%
Vanguard US Value Factor ETF
GMOI31.510.27
+0.88%
GMO International Value ETF
DFE70.850.46
+0.65%
WisdomTree Europe SmallCap Dividend ETF
IWS140.930.69
+0.49%
iShares Russell Mid-Cap Value ETF
TMFX21.830.02
+0.07%
Motley Fool Next ETF