BFGIX
Price
$53.60
Change
+$0.38 (+0.71%)
Updated
Sep 4 closing price
Net Assets
2.67B
PEMGX
Price
$45.59
Change
-$0.13 (-0.28%)
Updated
Sep 5 closing price
Net Assets
33.13B
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BFGIX vs PEMGX

Header iconBFGIX vs PEMGX Comparison
Open Charts BFGIX vs PEMGXBanner chart's image
Baron Focused Growth Institutional
Price$53.60
Change+$0.38 (+0.71%)
VolumeN/A
Net Assets2.67B
Principal MidCap A
Price$45.59
Change-$0.13 (-0.28%)
VolumeN/A
Net Assets33.13B
BFGIX vs PEMGX Comparison Chart in %
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BFGIX vs. PEMGX commentary
Sep 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 BFGIX is a Buy and PEMGX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 33.1B vs. BFGIX (2.67B). BFGIX (0.00) and PEMGX (0.00) have matching dividends . BFGIX was incepted earlier than PEMGX: BFGIX (16 years) vs PEMGX (20 years). BFGIX (1.05) is less costly to investors than PEMGX (0.91). PEMGX is a more actively managed with annual turnover of: 10.50 vs. BFGIX (6.00). PEMGX has a lower initial minimum investment than BFGIX: PEMGX (1000) vs BFGIX (1000000). BFGIX annual gain was more profitable for investors over the last year : 31.47 vs. PEMGX (9.01). BFGIX return over 5 years is better than : 57.97 vs. PEMGX (46.31).
BFGIXPEMGXBFGIX / PEMGX
Total Expense Ratio1.050.91115%
Annual Report Gross Expense Ratio1.050.91115%
Fund Existence16 years20 years-
Gain YTD8.3706.969120%
Front LoadN/A6%-
Min. Initial Investment10000001000100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets2.67B33.1B8%
Annual Yield % from dividends0.000.00-
Returns for 1 year31.479.01349%
Returns for 3 years43.9345.4297%
Returns for 5 years57.9746.31125%
Returns for 10 years286.50108.18265%
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