BFGFX
Price
$50.67
Change
+$0.63 (+1.26%)
Updated
Jul 25 closing price
Net Assets
2.56B
PMBMX
Price
$44.29
Change
+$0.31 (+0.70%)
Updated
Jul 25 closing price
Net Assets
33.21B
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BFGFX vs PMBMX

Header iconBFGFX vs PMBMX Comparison
Open Charts BFGFX vs PMBMXBanner chart's image
Baron Focused Growth Retail
Price$50.67
Change+$0.63 (+1.26%)
VolumeN/A
Net Assets2.56B
Principal MidCap R3
Price$44.29
Change+$0.31 (+0.70%)
VolumeN/A
Net Assets33.21B
BFGFX vs PMBMX Comparison Chart in %
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BFGFX vs. PMBMX 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 PMBMX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 33.2B vs. BFGFX (2.56B). PMBMX pays higher dividends than BFGFX: PMBMX (0.02) vs BFGFX (0.00). BFGFX was incepted earlier than PMBMX: BFGFX (17 years) vs PMBMX (25 years). BFGFX (1.31) is less costly to investors than PMBMX (1.14). PMBMX is a more actively managed with annual turnover of: 10.50 vs. BFGFX (6.00). PMBMX has a lower initial minimum investment than BFGFX: PMBMX (0) vs BFGFX (2000). BFGFX annual gain was more profitable for investors over the last year : 33.73 vs. PMBMX (13.04). BFGFX return over 5 years is better than : 92.00 vs. PMBMX (52.44).
BFGFXPMBMXBFGFX / PMBMX
Total Expense Ratio1.311.14115%
Annual Report Gross Expense Ratio1.311.14115%
Fund Existence17 years25 years-
Gain YTD7.3298.42187%
Front LoadN/AN/A-
Min. Initial Investment20000-
Min. Initial Investment IRAN/AN/A-
Net Assets2.56B33.2B8%
Annual Yield % from dividends0.000.02-
Returns for 1 year33.7313.04259%
Returns for 3 years46.5747.2799%
Returns for 5 years92.0052.44175%
Returns for 10 years239.7297.42246%
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