BGRIX
Price
$92.58
Change
+$0.55 (+0.60%)
Updated
Jul 14 closing price
Net Assets
5.85B
PMBPX
Price
$45.91
Change
-$0.41 (-0.89%)
Updated
Jul 11 closing price
Net Assets
31.98B
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BGRIX vs PMBPX

Header iconBGRIX vs PMBPX Comparison
Open Charts BGRIX vs PMBPXBanner chart's image
Baron Growth Instl
Price$92.58
Change+$0.55 (+0.60%)
VolumeN/A
Net Assets5.85B
Principal MidCap R5
Price$45.91
Change-$0.41 (-0.89%)
VolumeN/A
Net Assets31.98B
BGRIX vs PMBPX Comparison Chart in %
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BGRIX vs. PMBPX 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 PMBPX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32B 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 : 11.77 vs. BGRIX (-7.97). PMBPX return over 5 years is better than : 56.44 vs. BGRIX (4.15).
BGRIXPMBPXBGRIX / PMBPX
Total Expense Ratio1.080.83130%
Annual Report Gross Expense Ratio1.080.83130%
Fund Existence16 years25 years-
Gain YTD-3.7045.637-66%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets5.85B32B18%
Annual Yield % from dividends0.000.01-
Returns for 1 year-7.9711.77-68%
Returns for 3 years6.3851.1312%
Returns for 5 years4.1556.447%
Returns for 10 years19.2798.5720%
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