BGRUX
Price
$86.63
Change
+$0.64 (+0.74%)
Updated
Apr 23 closing price
Net Assets
6.19B
PMBPX
Price
$42.14
Change
+$0.56 (+1.35%)
Updated
Apr 23 closing price
Net Assets
28.46B
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BGRUX vs PMBPX

Header iconBGRUX vs PMBPX Comparison
Open Charts BGRUX vs PMBPXBanner chart's image
Baron Growth R6
Price$86.63
Change+$0.64 (+0.74%)
VolumeN/A
Net Assets6.19B
Principal MidCap R5
Price$42.14
Change+$0.56 (+1.35%)
VolumeN/A
Net Assets28.46B
BGRUX vs PMBPX Comparison Chart
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BGRUX vs. PMBPX 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 PMBPX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 28.5B vs. BGRUX (6.19B). PMBPX pays higher dividends than BGRUX: PMBPX (0.01) vs BGRUX (0.00). BGRUX was incepted earlier than PMBPX: BGRUX (9 years) vs PMBPX (24 years). BGRUX (1.09) is less costly to investors than PMBPX (0.84). PMBPX is a more actively managed with annual turnover of: 10.50 vs. BGRUX (2.11). PMBPX has a lower initial minimum investment than BGRUX: PMBPX (0) vs BGRUX (5000000). PMBPX annual gain was more profitable for investors over the last year : 5.76 vs. BGRUX (-12.72). PMBPX return over 5 years is better than : 65.80 vs. BGRUX (20.59).
BGRUXPMBPXBGRUX / PMBPX
Total Expense Ratio1.090.84130%
Annual Report Gross Expense Ratio1.090.84130%
Fund Existence9 years24 years-
Gain YTD-10.024-4.326232%
Front LoadN/AN/A-
Min. Initial Investment50000000-
Min. Initial Investment IRAN/AN/A-
Net Assets6.19B28.5B22%
Annual Yield % from dividends0.000.01-
Returns for 1 year-12.725.76-221%
Returns for 3 years-13.1221.34-61%
Returns for 5 years20.5965.8031%
Returns for 10 yearsN/A78.76-
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