BGRUX
Price
$87.80
Change
-$0.49 (-0.55%)
Updated
Aug 21 closing price
Net Assets
5.54B
PMBPX
Price
$46.86
Change
+$0.92 (+2.00%)
Updated
Aug 22 closing price
Net Assets
32.5B
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BGRUX vs PMBPX

Header iconBGRUX vs PMBPX Comparison
Open Charts BGRUX vs PMBPXBanner chart's image
Baron Growth R6
Price$87.80
Change-$0.49 (-0.55%)
VolumeN/A
Net Assets5.54B
Principal MidCap R5
Price$46.86
Change+$0.92 (+2.00%)
VolumeN/A
Net Assets32.5B
BGRUX vs PMBPX Comparison Chart in %
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BGRUX vs. PMBPX 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 PMBPX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32.5B vs. BGRUX (5.54B). PMBPX pays higher dividends than BGRUX: PMBPX (0.01) vs BGRUX (0.00). BGRUX was incepted earlier than PMBPX: BGRUX (10 years) vs PMBPX (25 years). BGRUX (1.09) is less costly to investors than PMBPX (0.83). PMBPX is a more actively managed with annual turnover of: 10.50 vs. BGRUX (0.00). 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 : 7.85 vs. BGRUX (-15.20). PMBPX return over 5 years is better than : 45.21 vs. BGRUX (-7.02).
BGRUXPMBPXBGRUX / PMBPX
Total Expense Ratio1.090.83131%
Annual Report Gross Expense Ratio1.090.83131%
Fund Existence10 years25 years-
Gain YTD-7.6175.706-133%
Front LoadN/AN/A-
Min. Initial Investment50000000-
Min. Initial Investment IRAN/AN/A-
Net Assets5.54B32.5B17%
Annual Yield % from dividends0.000.01-
Returns for 1 year-15.207.85-194%
Returns for 3 years-6.0237.43-16%
Returns for 5 years-7.0245.21-16%
Returns for 10 yearsN/A119.14-
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