Interact to see
Advertisement
Advertisement
BFGIX vs PMBMX
BFGIX vs PMBMX Comparison
Open Charts BFGIX vs PMBMX
Baron Focused Growth Institutional
Price$51.95
Change+$0.32 (+0.62%)
VolumeN/A
Net Assets2.44B
BFGIX vs PMBMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BFGIX 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 BFGIX is a Buy and PMBMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 32.3B vs. BFGIX (2.44B). PMBMX pays higher dividends than BFGIX: PMBMX (0.02) vs BFGIX (0.00). BFGIX was incepted earlier than PMBMX: BFGIX (16 years) vs PMBMX (25 years). PMBMX (1.14) is less costly to investors than BFGIX (1.05). PMBMX is a more actively managed with annual turnover of: 10.50 vs. BFGIX (6.00). PMBMX has a lower initial minimum investment than BFGIX: PMBMX (0) vs BFGIX (1000000). BFGIX annual gain was more profitable for investors over the last year : 32.09 vs. PMBMX (14.80). BFGIX return over 5 years is better than : 105.17 vs. PMBMX (55.71).
| BFGIX | PMBMX | BFGIX / PMBMX | |
| Total Expense Ratio | 1.05 | 1.14 | 92% |
| Annual Report Gross Expense Ratio | 1.05 | 1.14 | 92% |
| Fund Existence | 16 years | 25 years | - |
| Gain YTD | 5.034 | 6.854 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.44B | 32.3B | 8% |
| Annual Yield % from dividends | 0.00 | 0.02 | - |
| Returns for 1 year | 32.09 | 14.80 | 217% |
| Returns for 3 years | 51.06 | 50.19 | 102% |
| Returns for 5 years | 105.17 | 55.71 | 189% |
| Returns for 10 years | 237.75 | 94.74 | 251% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| MSLC | 51.68 | 0.45 | +0.88% |
| Morgan Stanley Pathway Large Cap Eq ETF | |||
| IWV | 355.94 | 3.03 | +0.86% |
| iShares Russell 3000 ETF | |||
| DFSI | 39.44 | N/A | +0.01% |
| Dimensional International Sstby Cr 1 ETF | |||
| BSMS | 23.20 | -0.01 | -0.04% |
| Invesco BulletShares 2028 Muncpl Bd ETF | |||
| NDIA | 30.79 | -0.11 | -0.35% |
| Global X India Active ETF | |||