BGRUX
Price
$89.82
Change
-$1.40 (-1.53%)
Updated
Jun 13 closing price
Net Assets
5.93B
PMBJX
Price
$41.61
Change
-$0.64 (-1.51%)
Updated
Jun 13 closing price
Net Assets
31.03B
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BGRUX vs PMBJX

Header iconBGRUX vs PMBJX Comparison
Open Charts BGRUX vs PMBJXBanner chart's image
Baron Growth R6
Price$89.82
Change-$1.40 (-1.53%)
VolumeN/A
Net Assets5.93B
Principal MidCap J
Price$41.61
Change-$0.64 (-1.51%)
VolumeN/A
Net Assets31.03B
BGRUX vs PMBJX Comparison Chart
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BGRUX vs. PMBJX commentary
Jun 14, 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 Hold and PMBJX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 31B vs. BGRUX (5.93B). 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 (0.78). 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 : 11.81 vs. BGRUX (-6.12). PMBJX return over 5 years is better than : 55.48 vs. BGRUX (10.91).
BGRUXPMBJXBGRUX / PMBJX
Total Expense Ratio1.090.78140%
Annual Report Gross Expense Ratio1.090.78140%
Fund Existence9 years24 years-
Gain YTD-4.5523.529-129%
Front LoadN/AN/A-
Min. Initial Investment50000001000500,000%
Min. Initial Investment IRAN/AN/A-
Net Assets5.93B31B19%
Annual Yield % from dividends0.000.06-
Returns for 1 year-6.1211.81-52%
Returns for 3 years9.6451.2519%
Returns for 5 years10.9155.4820%
Returns for 10 yearsN/A91.84-
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