BFGFX
Price
$49.52
Change
+$0.30 (+0.61%)
Updated
Jul 3 closing price
Net Assets
2.44B
PMBJX
Price
$43.69
Change
+$0.45 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
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BFGFX vs PMBJX

Header iconBFGFX vs PMBJX Comparison
Open Charts BFGFX vs PMBJXBanner chart's image
Baron Focused Growth Retail
Price$49.52
Change+$0.30 (+0.61%)
VolumeN/A
Net Assets2.44B
Principal MidCap J
Price$43.69
Change+$0.45 (+1.04%)
VolumeN/A
Net Assets32.28B
BFGFX vs PMBJX Comparison Chart in %
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BFGFX vs. PMBJX commentary
Jul 07, 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 BFGFX is a Buy and PMBJX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 32.3B vs. BFGFX (2.44B). PMBJX pays higher dividends than BFGFX: PMBJX (0.06) vs BFGFX (0.00). BFGFX was incepted earlier than PMBJX: BFGFX (17 years) vs PMBJX (24 years). BFGFX (1.31) is less costly to investors than PMBJX (0.78). PMBJX is a more actively managed with annual turnover of: 10.50 vs. BFGFX (6.00). PMBJX has a lower initial minimum investment than BFGFX: PMBJX (1000) vs BFGFX (2000). BFGFX annual gain was more profitable for investors over the last year : 31.74 vs. PMBJX (15.26). BFGFX return over 5 years is better than : 100.57 vs. PMBJX (58.39).
BFGFXPMBJXBFGFX / PMBJX
Total Expense Ratio1.310.78168%
Annual Report Gross Expense Ratio1.310.78168%
Fund Existence17 years24 years-
Gain YTD4.8937.05769%
Front LoadN/AN/A-
Min. Initial Investment20001000200%
Min. Initial Investment IRAN/AN/A-
Net Assets2.44B32.3B8%
Annual Yield % from dividends0.000.06-
Returns for 1 year31.7415.26208%
Returns for 3 years49.2951.7995%
Returns for 5 years100.5758.39172%
Returns for 10 years225.26100.46224%
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