BGRIX
Price
$89.71
Change
-$0.05 (-0.06%)
Updated
May 9 closing price
Net Assets
5.73B
PMBJX
Price
$41.50
Change
-$0.08 (-0.19%)
Updated
May 9 closing price
Net Assets
30.38B
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BGRIX vs PMBJX

Header iconBGRIX vs PMBJX Comparison
Open Charts BGRIX vs PMBJXBanner chart's image
Baron Growth Instl
Price$89.71
Change-$0.05 (-0.06%)
VolumeN/A
Net Assets5.73B
Principal MidCap J
Price$41.50
Change-$0.08 (-0.19%)
VolumeN/A
Net Assets30.38B
BGRIX vs PMBJX Comparison Chart
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BGRIX vs. PMBJX commentary
May 12, 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: 30.4B vs. BGRIX (5.73B). 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 (2.11). 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 : 8.48 vs. BGRIX (-10.19). PMBJX return over 5 years is better than : 64.46 vs. BGRIX (15.78).
BGRIXPMBJXBGRIX / PMBJX
Total Expense Ratio1.080.78138%
Annual Report Gross Expense Ratio1.080.78138%
Fund Existence16 years24 years-
Gain YTD-6.1321.691-363%
Front LoadN/AN/A-
Min. Initial Investment10000001000100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets5.73B30.4B19%
Annual Yield % from dividends0.000.06-
Returns for 1 year-10.198.48-120%
Returns for 3 years3.2541.108%
Returns for 5 years15.7864.4624%
Returns for 10 years19.8689.2122%
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