BGRIX
Price
$92.58
Change
+$0.55 (+0.60%)
Updated
Jul 14 closing price
Net Assets
5.85B
PMBJX
Price
$43.12
Change
-$0.38 (-0.87%)
Updated
Jul 11 closing price
Net Assets
31.98B
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BGRIX vs PMBJX

Header iconBGRIX vs PMBJX Comparison
Open Charts BGRIX vs PMBJXBanner chart's image
Baron Growth Instl
Price$92.58
Change+$0.55 (+0.60%)
VolumeN/A
Net Assets5.85B
Principal MidCap J
Price$43.12
Change-$0.38 (-0.87%)
VolumeN/A
Net Assets31.98B
BGRIX vs PMBJX Comparison Chart in %
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BGRIX vs. PMBJX commentary
Jul 15, 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 StrongBuy and PMBJX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 32B vs. BGRIX (5.85B). PMBJX pays higher dividends than BGRIX: PMBJX (0.06) vs BGRIX (0.00). BGRIX was incepted earlier than PMBJX: BGRIX (16 years) vs PMBJX (24 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 : 11.63 vs. BGRIX (-7.97). PMBJX return over 5 years is better than : 55.20 vs. BGRIX (4.15).
BGRIXPMBJXBGRIX / PMBJX
Total Expense Ratio1.080.78138%
Annual Report Gross Expense Ratio1.080.78138%
Fund Existence16 years24 years-
Gain YTD-3.7045.660-65%
Front LoadN/AN/A-
Min. Initial Investment10000001000100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets5.85B32B18%
Annual Yield % from dividends0.000.06-
Returns for 1 year-7.9711.63-69%
Returns for 3 years6.3850.5413%
Returns for 5 years4.1555.208%
Returns for 10 years19.2794.7420%
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