BFGIX
Price
$51.95
Change
+$0.32 (+0.62%)
Updated
Jul 3 closing price
Net Assets
2.44B
PMBJX
Price
$43.69
Change
+$0.45 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
Interact to see
Advertisement

BFGIX vs PMBJX

Header iconBFGIX vs PMBJX Comparison
Open Charts BFGIX vs PMBJXBanner chart's image
Baron Focused Growth Institutional
Price$51.95
Change+$0.32 (+0.62%)
VolumeN/A
Net Assets2.44B
Principal MidCap J
Price$43.69
Change+$0.45 (+1.04%)
VolumeN/A
Net Assets32.28B
BFGIX vs PMBJX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
BFGIX vs. PMBJX 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 BFGIX is a Buy and PMBJX is a StrongBuy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 32.3B vs. BFGIX (2.44B). 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 : 32.09 vs. PMBJX (15.26). BFGIX return over 5 years is better than : 105.17 vs. PMBJX (58.39).
BFGIXPMBJXBFGIX / PMBJX
Total Expense Ratio1.050.78135%
Annual Report Gross Expense Ratio1.050.78135%
Fund Existence16 years24 years-
Gain YTD5.0347.05771%
Front LoadN/AN/A-
Min. Initial Investment10000001000100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets2.44B32.3B8%
Annual Yield % from dividends0.000.06-
Returns for 1 year32.0915.26210%
Returns for 3 years51.0651.7999%
Returns for 5 years105.1758.39180%
Returns for 10 years237.75100.46237%
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 %
STXM27.000.19
+0.72%
Strive Mid-Cap ETF
AVUV95.010.39
+0.41%
Avantis US Small Cap Value ETF
CVIE65.340.20
+0.31%
Calvert International Responsible ETF
PXI43.390.09
+0.20%
Invesco Dorsey Wright Energy MomentumETF
FMHI46.790.06
+0.12%
First Trust Municipal High Income ETF