BGRIX
Price
$88.51
Change
-$0.21 (-0.24%)
Updated
Aug 28 closing price
Net Assets
5.54B
PMBJX
Price
$43.85
Change
+$0.03 (+0.07%)
Updated
Aug 28 closing price
Net Assets
32.88B
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BGRIX vs PMBJX

Header iconBGRIX vs PMBJX Comparison
Open Charts BGRIX vs PMBJXBanner chart's image
Baron Growth Instl
Price$88.51
Change-$0.21 (-0.24%)
VolumeN/A
Net Assets5.54B
Principal MidCap J
Price$43.85
Change+$0.03 (+0.07%)
VolumeN/A
Net Assets32.88B
BGRIX vs PMBJX Comparison Chart in %
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BGRIX vs. PMBJX commentary
Aug 30, 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 PMBJX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 32.9B vs. BGRIX (5.54B). PMBJX pays higher dividends than BGRIX: PMBJX (0.06) vs BGRIX (0.00). BGRIX was incepted earlier than PMBJX: BGRIX (16 years) vs PMBJX (25 years). BGRIX (1.08) is less costly to investors than PMBJX (0.78). PMBJX is a more actively managed with annual turnover of: 10.50 vs. BGRIX (0.00). PMBJX has a lower initial minimum investment than BGRIX: PMBJX (1000) vs BGRIX (1000000). PMBJX annual gain was more profitable for investors over the last year : 8.10 vs. BGRIX (-15.99). PMBJX return over 5 years is better than : 43.06 vs. BGRIX (-8.50).
BGRIXPMBJXBGRIX / PMBJX
Total Expense Ratio1.080.78138%
Annual Report Gross Expense Ratio1.080.78138%
Fund Existence16 years25 years-
Gain YTD-7.3877.376-100%
Front LoadN/AN/A-
Min. Initial Investment10000001000100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets5.54B32.9B17%
Annual Yield % from dividends0.000.06-
Returns for 1 year-15.998.10-197%
Returns for 3 years-3.5042.27-8%
Returns for 5 years-8.5043.06-20%
Returns for 10 years24.05108.5622%
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