BFGFX
Price
$50.67
Change
+$0.63 (+1.26%)
Updated
Jul 25 closing price
Net Assets
2.56B
PMBJX
Price
$44.34
Change
+$0.32 (+0.73%)
Updated
Jul 25 closing price
Net Assets
33.21B
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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$50.67
Change+$0.63 (+1.26%)
VolumeN/A
Net Assets2.56B
Principal MidCap J
Price$44.34
Change+$0.32 (+0.73%)
VolumeN/A
Net Assets33.21B
BFGFX vs PMBJX Comparison Chart in %
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BFGFX vs. PMBJX commentary
Jul 27, 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: 33.2B vs. BFGFX (2.56B). 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 : 33.73 vs. PMBJX (13.47). BFGFX return over 5 years is better than : 92.00 vs. PMBJX (55.02).
BFGFXPMBJXBFGFX / PMBJX
Total Expense Ratio1.310.78168%
Annual Report Gross Expense Ratio1.310.78168%
Fund Existence17 years24 years-
Gain YTD7.3298.65085%
Front LoadN/AN/A-
Min. Initial Investment20001000200%
Min. Initial Investment IRAN/AN/A-
Net Assets2.56B33.2B8%
Annual Yield % from dividends0.000.06-
Returns for 1 year33.7313.47250%
Returns for 3 years46.5748.8895%
Returns for 5 years92.0055.02167%
Returns for 10 years239.72103.26232%
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