BFGFX
Price
$58.49
Change
+$0.46 (+0.79%)
Updated
Dec 11 closing price
Net Assets
3.34B
PMBPX
Price
$42.19
Change
-$2.05 (-4.63%)
Updated
Dec 11 closing price
Net Assets
29.83B
Interact to see
Advertisement

BFGFX vs PMBPX

Header iconBFGFX vs PMBPX Comparison
Open Charts BFGFX vs PMBPXBanner chart's image
Baron Focused Growth Retail
Price$58.49
Change+$0.46 (+0.79%)
VolumeN/A
Net Assets3.34B
Principal MidCap R5
Price$42.19
Change-$2.05 (-4.63%)
VolumeN/A
Net Assets29.83B
BFGFX vs PMBPX Comparison Chart in %
View a ticker or compare two or three
VS
BFGFX vs. PMBPX commentary
Dec 13, 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 PMBPX is a Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 29.8B vs. BFGFX (3.34B). PMBPX pays higher dividends than BFGFX: PMBPX (0.01) vs BFGFX (0.00). BFGFX was incepted earlier than PMBPX: BFGFX (17 years) vs PMBPX (25 years). BFGFX (1.31) is less costly to investors than PMBPX (0.83). PMBPX is a more actively managed with annual turnover of: 10.50 vs. BFGFX (6.00). PMBPX has a lower initial minimum investment than BFGFX: PMBPX (0) vs BFGFX (2000). BFGFX annual gain was more profitable for investors over the last year : 19.63 vs. PMBPX (-10.82). BFGFX return over 5 years is better than : 46.29 vs. PMBPX (22.09).
BFGFXPMBPXBFGFX / PMBPX
Total Expense Ratio1.310.83158%
Annual Report Gross Expense Ratio1.310.83158%
Fund Existence17 years25 years-
Gain YTD23.889-2.922-817%
Front LoadN/AN/A-
Min. Initial Investment20000-
Min. Initial Investment IRAN/AN/A-
Net Assets3.34B29.8B11%
Annual Yield % from dividends0.000.01-
Returns for 1 year19.63-10.82-182%
Returns for 3 years89.8329.35306%
Returns for 5 years46.2922.09210%
Returns for 10 years354.1396.41367%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
EDZ36.850.39
+1.07%
Direxion Daily MSCI Em Mkts Bear 3X ETF
DALI29.290.15
+0.52%
First Trust Dorsey Wright DALI 1 ETF
BSCQ19.600.02
+0.08%
Invesco BulletShares 2026 Corp Bd ETF
XVV53.190.02
+0.03%
iShares ESG Select Screened S&P 500 ETF
NJNK20.30-0.01
-0.05%
Columbia U.S. High Yield ETF