BGRUX
Price
$87.80
Change
-$0.49 (-0.55%)
Updated
Aug 21 closing price
Net Assets
5.54B
PMBJX
Price
$44.02
Change
+$0.87 (+2.02%)
Updated
Aug 22 closing price
Net Assets
32.5B
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BGRUX vs PMBJX

Header iconBGRUX vs PMBJX Comparison
Open Charts BGRUX vs PMBJXBanner chart's image
Baron Growth R6
Price$87.80
Change-$0.49 (-0.55%)
VolumeN/A
Net Assets5.54B
Principal MidCap J
Price$44.02
Change+$0.87 (+2.02%)
VolumeN/A
Net Assets32.5B
BGRUX vs PMBJX Comparison Chart in %
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BGRUX vs. PMBJX commentary
Aug 23, 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: 32.5B vs. BGRUX (5.54B). PMBJX pays higher dividends than BGRUX: PMBJX (0.06) vs BGRUX (0.00). BGRUX was incepted earlier than PMBJX: BGRUX (10 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 (0.00). 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 : 7.72 vs. BGRUX (-15.20). PMBJX return over 5 years is better than : 44.06 vs. BGRUX (-7.02).
BGRUXPMBJXBGRUX / PMBJX
Total Expense Ratio1.090.78140%
Annual Report Gross Expense Ratio1.090.78140%
Fund Existence10 years24 years-
Gain YTD-7.6175.734-133%
Front LoadN/AN/A-
Min. Initial Investment50000001000500,000%
Min. Initial Investment IRAN/AN/A-
Net Assets5.54B32.5B17%
Annual Yield % from dividends0.000.06-
Returns for 1 year-15.207.72-197%
Returns for 3 years-6.0236.94-16%
Returns for 5 years-7.0244.06-16%
Returns for 10 yearsN/A114.91-
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