BGRUX
Price
$86.63
Change
+$0.64 (+0.74%)
Updated
Apr 23 closing price
Net Assets
6.19B
PMBJX
Price
$39.57
Change
+$0.52 (+1.33%)
Updated
Apr 23 closing price
Net Assets
28.46B
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BGRUX vs PMBJX

Header iconBGRUX vs PMBJX Comparison
Open Charts BGRUX vs PMBJXBanner chart's image
Baron Growth R6
Price$86.63
Change+$0.64 (+0.74%)
VolumeN/A
Net Assets6.19B
Principal MidCap J
Price$39.57
Change+$0.52 (+1.33%)
VolumeN/A
Net Assets28.46B
BGRUX vs PMBJX Comparison Chart
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BGRUX vs. PMBJX commentary
Apr 24, 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 BGRUX is a Buy and PMBJX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 28.5B vs. BGRUX (6.19B). PMBJX pays higher dividends than BGRUX: PMBJX (0.06) vs BGRUX (0.00). BGRUX was incepted earlier than PMBJX: BGRUX (9 years) vs PMBJX (24 years). BGRUX (1.09) is less costly to investors than PMBJX (0.82). PMBJX is a more actively managed with annual turnover of: 10.50 vs. BGRUX (2.11). PMBJX has a lower initial minimum investment than BGRUX: PMBJX (1000) vs BGRUX (5000000). PMBJX annual gain was more profitable for investors over the last year : 5.63 vs. BGRUX (-12.72). PMBJX return over 5 years is better than : 64.52 vs. BGRUX (20.59).
BGRUXPMBJXBGRUX / PMBJX
Total Expense Ratio1.090.82133%
Annual Report Gross Expense Ratio1.090.82133%
Fund Existence9 years24 years-
Gain YTD-10.024-4.313232%
Front LoadN/AN/A-
Min. Initial Investment50000001000500,000%
Min. Initial Investment IRAN/AN/A-
Net Assets6.19B28.5B22%
Annual Yield % from dividends0.000.06-
Returns for 1 year-12.725.63-226%
Returns for 3 years-13.1220.90-63%
Returns for 5 years20.5964.5232%
Returns for 10 yearsN/A75.34-
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