BFGFX
Price
$49.52
Change
+$0.30 (+0.61%)
Updated
Jul 3 closing price
Net Assets
2.44B
PMBMX
Price
$43.65
Change
+$0.45 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
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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$49.52
Change+$0.30 (+0.61%)
VolumeN/A
Net Assets2.44B
Principal MidCap R3
Price$43.65
Change+$0.45 (+1.04%)
VolumeN/A
Net Assets32.28B
BFGFX vs PMBMX Comparison Chart in %
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BFGFX vs. PMBMX 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 PMBMX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 32.3B vs. BFGFX (2.44B). 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 : 31.74 vs. PMBMX (14.80). BFGFX return over 5 years is better than : 100.57 vs. PMBMX (55.71).
BFGFXPMBMXBFGFX / PMBMX
Total Expense Ratio1.311.14115%
Annual Report Gross Expense Ratio1.311.14115%
Fund Existence17 years25 years-
Gain YTD4.8936.85471%
Front LoadN/AN/A-
Min. Initial Investment20000-
Min. Initial Investment IRAN/AN/A-
Net Assets2.44B32.3B8%
Annual Yield % from dividends0.000.02-
Returns for 1 year31.7414.80214%
Returns for 3 years49.2950.1998%
Returns for 5 years100.5755.71181%
Returns for 10 years225.2694.74238%
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