BFGIX
Price
$53.16
Change
+$0.66 (+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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BFGIX vs PMBJX

Header iconBFGIX vs PMBJX Comparison
Open Charts BFGIX vs PMBJXBanner chart's image
Baron Focused Growth Institutional
Price$53.16
Change+$0.66 (+1.26%)
VolumeN/A
Net Assets2.56B
Principal MidCap J
Price$44.34
Change+$0.32 (+0.73%)
VolumeN/A
Net Assets33.21B
BFGIX vs PMBJX Comparison Chart in %
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BFGIX vs. PMBJX commentary
Jul 28, 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 PMBJX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 33.2B vs. BFGIX (2.56B). PMBJX pays higher dividends than BFGIX: PMBJX (0.06) vs BFGIX (0.00). BFGIX was incepted earlier than PMBJX: BFGIX (16 years) vs PMBJX (24 years). BFGIX (1.05) is less costly to investors than PMBJX (0.78). PMBJX is a more actively managed with annual turnover of: 10.50 vs. BFGIX (6.00). PMBJX has a lower initial minimum investment than BFGIX: PMBJX (1000) vs BFGIX (1000000). BFGIX annual gain was more profitable for investors over the last year : 34.07 vs. PMBJX (13.47). BFGIX return over 5 years is better than : 96.38 vs. PMBJX (55.02).
BFGIXPMBJXBFGIX / PMBJX
Total Expense Ratio1.050.78135%
Annual Report Gross Expense Ratio1.050.78135%
Fund Existence16 years24 years-
Gain YTD7.4818.65086%
Front LoadN/AN/A-
Min. Initial Investment10000001000100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets2.56B33.2B8%
Annual Yield % from dividends0.000.06-
Returns for 1 year34.0713.47253%
Returns for 3 years48.3348.8899%
Returns for 5 years96.3855.02175%
Returns for 10 years252.92103.26245%
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