BGRIX
Price
$86.25
Change
-$0.98 (-1.12%)
Updated
Aug 7 closing price
Net Assets
5.85B
PMBPX
Price
$45.71
Change
-$0.33 (-0.72%)
Updated
Aug 7 closing price
Net Assets
32.43B
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BGRIX vs PMBPX

Header iconBGRIX vs PMBPX Comparison
Open Charts BGRIX vs PMBPXBanner chart's image
Baron Growth Instl
Price$86.25
Change-$0.98 (-1.12%)
VolumeN/A
Net Assets5.85B
Principal MidCap R5
Price$45.71
Change-$0.33 (-0.72%)
VolumeN/A
Net Assets32.43B
BGRIX vs PMBPX Comparison Chart in %
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BGRIX vs. PMBPX commentary
Aug 08, 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 Hold and PMBPX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32.4B vs. BGRIX (5.85B). PMBPX pays higher dividends than BGRIX: PMBPX (0.01) vs BGRIX (0.00). BGRIX was incepted earlier than PMBPX: BGRIX (16 years) vs PMBPX (25 years). BGRIX (1.08) is less costly to investors than PMBPX (0.83). PMBPX is a more actively managed with annual turnover of: 10.50 vs. BGRIX (0.00). PMBPX has a lower initial minimum investment than BGRIX: PMBPX (0) vs BGRIX (1000000). PMBPX annual gain was more profitable for investors over the last year : 14.25 vs. BGRIX (-12.12). PMBPX return over 5 years is better than : 46.40 vs. BGRIX (-7.19).
BGRIXPMBPXBGRIX / PMBPX
Total Expense Ratio1.080.83130%
Annual Report Gross Expense Ratio1.080.83130%
Fund Existence16 years25 years-
Gain YTD-8.7275.936-147%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets5.85B32.4B18%
Annual Yield % from dividends0.000.01-
Returns for 1 year-12.1214.25-85%
Returns for 3 years-9.0335.98-25%
Returns for 5 years-7.1946.40-15%
Returns for 10 years14.7597.6015%
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